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 9-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 | $13,389 | $49,177-72.8% | $79,464-83.2% | $64,186-79.1% |
| Participation rate | 78.1% | 65.0%+13.1pp | 73.3%+4.8pp | 69.6%+8.6pp |
| Annual return | 84.86% | -1.16%+86.0pp | 718.14%-633.3pp | 7.63%+77.2pp |
| Employer contribution / active EE | $2,374 | $2,076+14.3% | $2,800-15.2% | $2,381-0.3% |
| Participant deferral / active EE | $4,249 | $2,821+50.6% | $3,704+14.7% | $3,470+22.5% |
| Admin fee / account holder | $1,055 | $3,839-72.5% | $5,113-79.4% | $4,888-78.4% |