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 3-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 | $25,570 | $132,634-80.7% | $115,768-77.9% | $137,256-81.4% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.4%+12.3pp | 80.0%+6.7pp |
| Annual return | 19.08% | 160.70%-141.6pp | 100.46%-81.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,646 | $3,360-51.0% | $2,940-44.0% | $4,156-60.4% |
| Participant deferral / active EE | $5,271 | $5,619-6.2% | $4,917+7.2% | $6,407-17.7% |
| Admin fee / account holder | $323 | $15,028-97.9% | $12,439-97.4% | $12,270-97.4% |