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 | $133,922-80.9% | $116,228-78.0% | $142,382-82.0% |
| Participation rate | 86.7% | 77.9%+8.8pp | 74.6%+12.1pp | 80.1%+6.5pp |
| Annual return | 19.08% | 147.76%-128.7pp | 90.06%-71.0pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,646 | $3,446-52.2% | $2,994-45.0% | $4,299-61.7% |
| Participant deferral / active EE | $5,271 | $5,672-7.1% | $4,953+6.4% | $6,507-19.0% |
| Admin fee / account holder | $323 | $14,945-97.8% | $11,989-97.3% | $12,624-97.4% |