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 | $24,527 | $68,346-64.1% | $94,646-74.1% | $75,163-67.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.30% | 616.93%-598.6pp | 156.71%-138.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $2,647 | $2,701-2.0% | $3,672-27.9% | $2,670-0.9% |
| Participant deferral / active EE | $5,491 | $6,537-16.0% | $7,418-26.0% | $4,125+33.1% |
| Admin fee / account holder | $1,662 | $5,326-68.8% | $7,231-77.0% | $5,651-70.6% |