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 | $22,609 | $154,117-85.3% | $129,995-82.6% | $139,434-83.8% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 11.95% | 32.48%-20.5pp | -137.18%+149.1pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,214 | $5,289-77.0% | $4,320-71.9% | $4,751-74.4% |
| Participant deferral / active EE | $2,568 | $6,710-61.7% | $5,820-55.9% | $6,710-61.7% |
| Admin fee / account holder | $742 | $14,007-94.7% | $10,614-93.0% | $11,403-93.5% |