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 | $18,112 | $70,669-74.4% | $169,368-89.3% | $75,163-75.9% |
| Participation rate | 95.0% | 64.8%+30.2pp | 77.1%+17.9pp | 67.2%+27.8pp |
| Annual return | 20.88% | 36.36%-15.5pp | 405.60%-384.7pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,161 | $2,211-2.2% | $4,013-46.1% | $2,670-19.0% |
| Participant deferral / active EE | $4,116 | $4,311-4.5% | $6,221-33.8% | $4,125-0.2% |
| Admin fee / account holder | $3,689 | $5,402-31.7% | $9,003-59.0% | $5,651-34.7% |