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 | $13,580 | $54,705-75.2% | $71,209-80.9% | $84,808-84.0% |
| Participation rate | 85.9% | 64.1%+21.9pp | 73.8%+12.2pp | 68.3%+17.6pp |
| Annual return | 38.59% | 35.90%+2.7pp | 282.51%-243.9pp | 40.90%-2.3pp |
| Employer contribution / active EE | $1,739 | $2,158-19.4% | $2,721-36.1% | $2,631-33.9% |
| Participant deferral / active EE | $3,270 | $3,030+7.9% | $4,175-21.7% | $4,212-22.4% |
| Admin fee / account holder | $807 | $4,863-83.4% | $5,349-84.9% | $7,344-89.0% |