See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,783 | $126,574-69.4% | $106,213-63.5% | $145,922-73.4% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 10.87% | 224.79%-213.9pp | 116.14%-105.3pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,015 | $3,730-19.2% | $3,171-4.9% | $4,660-35.3% |
| Participant deferral / active EE | $4,572 | $5,724-20.1% | $5,016-8.8% | $6,688-31.6% |
| Admin fee / account holder | $6,197 | $17,304-64.2% | $11,033-43.8% | $13,397-53.7% |