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 | $35,260 | $68,346-48.4% | $94,646-62.7% | $75,163-53.1% |
| Participation rate | 77.1% | 76.1%+1.0pp | 80.8%-3.7pp | 67.2%+10.0pp |
| Annual return | 20.68% | 616.93%-596.2pp | 156.71%-136.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $1,659 | $2,701-38.6% | $3,672-54.8% | $2,670-37.9% |
| Participant deferral / active EE | $7,099 | $6,537+8.6% | $7,418-4.3% | $4,125+72.1% |
| Admin fee / account holder | $2,254 | $5,326-57.7% | $7,231-68.8% | $5,651-60.1% |