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 | $12,807 | $64,839-80.2% | $95,585-86.6% | $84,808-84.9% |
| Participation rate | 80.0% | 63.8%+16.2pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 32.56% | -670.96%+703.5pp | 38.56%-6.0pp | 40.90%-8.3pp |
| Employer contribution / active EE | $1,144 | $1,759-34.9% | $2,527-54.7% | $2,631-56.5% |
| Participant deferral / active EE | $2,076 | $2,965-30.0% | $4,023-48.4% | $4,212-50.7% |
| Admin fee / account holder | $673 | $5,964-88.7% | $6,127-89.0% | $7,344-90.8% |