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 4-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 | $34,507 | $109,413-68.5% | $156,263-77.9% | $84,808-59.3% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 87.03% | 20.18%+66.8pp | 59.47%+27.6pp | 40.90%+46.1pp |
| Employer contribution / active EE | $2,862 | $2,907-1.5% | $4,333-33.9% | $2,631+8.8% |
| Participant deferral / active EE | $6,797 | $4,590+48.1% | $6,158+10.4% | $4,212+61.4% |
| Admin fee / account holder | $2,266 | $9,357-75.8% | $14,255-84.1% | $7,344-69.1% |