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 9-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 | $20,451 | $60,124-66.0% | $90,404-77.4% | $79,858-74.4% |
| Participation rate | 72.3% | 65.0%+7.4pp | 72.7%-0.3pp | 69.6%+2.7pp |
| Annual return | 22.03% | 71.94%-49.9pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $709 | $2,068-65.7% | $3,262-78.3% | $2,471-71.3% |
| Participant deferral / active EE | $5,690 | $2,938+93.6% | $3,963+43.6% | $3,740+52.1% |
| Admin fee / account holder | $3,047 | $3,976-23.4% | $5,611-45.7% | $5,306-42.6% |