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 | $25,933 | $95,416-72.8% | $185,823-86.0% | $85,850-69.8% |
| Participation rate | 96.8% | 68.8%+28.1pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 29.36% | 23.59%+5.8pp | 122.05%-92.7pp | 318.53%-289.2pp |
| Employer contribution / active EE | $4,373 | $3,314+32.0% | $5,167-15.4% | $2,565+70.5% |
| Participant deferral / active EE | $3,956 | $3,423+15.6% | $5,568-28.9% | $3,952+0.1% |
| Admin fee / account holder | $1,297 | $7,213-82.0% | $16,237-92.0% | $6,260-79.3% |