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 8-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 | $19,466 | $77,899-75.0% | $149,673-87.0% | $75,163-74.1% |
| Participation rate | 90.2% | 65.6%+24.6pp | 78.8%+11.4pp | 67.2%+23.0pp |
| Annual return | 28.11% | 31.72%-3.6pp | 134.42%-106.3pp | 160.62%-132.5pp |
| Employer contribution / active EE | $1,895 | $3,137-39.6% | $4,818-60.7% | $2,670-29.0% |
| Participant deferral / active EE | $4,674 | $3,411+37.0% | $5,680-17.7% | $4,125+13.3% |
| Admin fee / account holder | $3,603 | $5,956-39.5% | $13,210-72.7% | $5,651-36.2% |