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 | $14,819 | $61,774-76.0% | $97,226-84.8% | $80,856-81.7% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.7%+17.0pp | 67.6%+22.0pp |
| Annual return | 20.46% | -557.90%+578.4pp | 75.13%-54.7pp | 35.59%-15.1pp |
| Employer contribution / active EE | $2,655 | $1,837+44.6% | $2,729-2.7% | $2,755-3.6% |
| Participant deferral / active EE | $4,669 | $3,029+54.1% | $4,264+9.5% | $4,296+8.7% |
| Admin fee / account holder | $1,054 | $5,166-79.6% | $5,654-81.4% | $6,918-84.8% |