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 3-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 | $18,510 | $58,234-68.2% | $81,783-77.4% | $80,874-77.1% |
| Participation rate | 93.1% | 63.4%+29.7pp | 72.4%+20.7pp | 67.6%+25.5pp |
| Annual return | 18.94% | 41.70%-22.8pp | 775.05%-756.1pp | 35.62%-16.7pp |
| Employer contribution / active EE | $2,437 | $2,341+4.1% | $2,913-16.3% | $2,756-11.6% |
| Participant deferral / active EE | $6,161 | $3,283+87.7% | $4,320+42.6% | $4,297+43.4% |
| Admin fee / account holder | $577 | $4,982-88.4% | $7,380-92.2% | $6,935-91.7% |