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 | $16,876 | $107,934-84.4% | $91,989-81.7% | $152,861-89.0% |
| Participation rate | 88.2% | 81.2%+7.1pp | 78.6%+9.6pp | 82.4%+5.8pp |
| Annual return | 32.24% | 89.24%-57.0pp | 69.02%-36.8pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,770 | $4,210-34.2% | $3,452-19.8% | $4,762-41.8% |
| Participant deferral / active EE | $5,359 | $6,364-15.8% | $5,923-9.5% | $5,850-8.4% |
| Admin fee / account holder | $896 | $10,520-91.5% | $7,743-88.4% | $11,596-92.3% |