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 5-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 | $20,496 | $106,515-80.8% | $96,683-78.8% | $139,434-85.3% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 21.98% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,261 | $4,103-44.9% | $3,737-39.5% | $4,751-52.4% |
| Participant deferral / active EE | $6,830 | $5,454+25.2% | $4,878+40.0% | $6,710+1.8% |
| Admin fee / account holder | $606 | $7,877-92.3% | $6,730-91.0% | $11,403-94.7% |