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 | $26,152 | $183,519-85.7% | $155,509-83.2% | $145,922-82.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,842 | $5,313-46.5% | $4,672-39.2% | $4,660-39.0% |
| Participant deferral / active EE | $5,629 | $6,462-12.9% | $5,626+0.1% | $6,688-15.8% |
| Admin fee / account holder | $1,107 | $19,313-94.3% | $15,912-93.0% | $13,397-91.7% |