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 | $63,703-79.9% | $93,063-86.2% | $82,448-84.5% |
| Participation rate | 80.0% | 63.8%+16.2pp | 72.1%+7.9pp | 68.1%+11.9pp |
| Annual return | 32.56% | -775.43%+808.0pp | 34.15%-1.6pp | 41.64%-9.1pp |
| Employer contribution / active EE | $1,144 | $1,729-33.8% | $2,476-53.8% | $2,551-55.1% |
| Participant deferral / active EE | $2,076 | $2,919-28.9% | $3,958-47.6% | $4,139-49.9% |
| Admin fee / account holder | $673 | $5,982-88.7% | $6,033-88.8% | $7,234-90.7% |