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 | $10,783 | $49,922-78.4% | $80,569-86.6% | $75,163-85.7% |
| Participation rate | 98.4% | 55.3%+43.1pp | 67.0%+31.4pp | 67.2%+31.2pp |
| Annual return | 18.37% | 34.69%-16.3pp | 935.43%-917.1pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,780 | $1,698+4.8% | $2,723-34.6% | $2,670-33.3% |
| Participant deferral / active EE | $3,607 | $2,990+20.6% | $4,447-18.9% | $4,125-12.6% |
| Admin fee / account holder | $1,513 | $3,577-57.7% | $5,377-71.9% | $5,651-73.2% |