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 | $24,145 | $64,839-62.8% | $95,585-74.7% | $84,808-71.5% |
| Participation rate | 90.2% | 63.8%+26.4pp | 72.1%+18.2pp | 68.3%+21.9pp |
| Annual return | 47.47% | -670.96%+718.4pp | 38.56%+8.9pp | 40.90%+6.6pp |
| Employer contribution / active EE | $2,095 | $1,759+19.1% | $2,527-17.1% | $2,631-20.4% |
| Participant deferral / active EE | $3,326 | $2,965+12.2% | $4,023-17.3% | $4,212-21.0% |
| Admin fee / account holder | $1,125 | $5,964-81.1% | $6,127-81.6% | $7,344-84.7% |