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 | $23,272 | $56,114-58.5% | $96,139-75.8% | $85,850-72.9% |
| Participation rate | 79.5% | 56.7%+22.8pp | 68.4%+11.1pp | 69.3%+10.2pp |
| Annual return | 14.19% | 42.30%-28.1pp | 191.94%-177.8pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,067 | $1,620+27.6% | $2,797-26.1% | $2,565-19.4% |
| Participant deferral / active EE | $3,181 | $2,859+11.2% | $4,349-26.9% | $3,952-19.5% |
| Admin fee / account holder | $2,125 | $3,768-43.6% | $5,537-61.6% | $6,260-66.1% |