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 | $24,994 | $89,753-72.2% | $107,525-76.8% | $84,808-70.5% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 19.66% | 29.48%-9.8pp | 181.32%-161.7pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,780 | $3,113-42.8% | $3,754-52.6% | $2,631-32.3% |
| Participant deferral / active EE | $4,153 | $4,056+2.4% | $5,116-18.8% | $4,212-1.4% |
| Admin fee / account holder | $1,033 | $7,222-85.7% | $8,919-88.4% | $7,344-85.9% |