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 6-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 | $19,212 | $74,888-74.3% | $71,209-73.0% | $142,382-86.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 13.76% | 345.14%-331.4pp | 282.51%-268.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,297 | $2,854-54.6% | $2,721-52.4% | $4,299-69.8% |
| Participant deferral / active EE | $3,170 | $4,454-28.8% | $4,175-24.1% | $6,507-51.3% |
| Admin fee / account holder | $422 | $5,568-92.4% | $5,349-92.1% | $12,624-96.7% |