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 | $26,062 | $111,535-76.6% | $105,223-75.2% | $137,256-81.0% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 18.26% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,825 | $3,939-53.7% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $3,987 | $5,500-27.5% | $5,072-21.4% | $6,407-37.8% |
| Admin fee / account holder | $552 | $9,721-94.3% | $8,859-93.8% | $12,270-95.5% |