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 | $12,927 | $104,974-87.7% | $95,585-86.5% | $142,382-90.9% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 14.70% | 210.33%-195.6pp | 38.56%-23.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,259 | $2,779-18.7% | $2,527-10.6% | $4,299-47.5% |
| Participant deferral / active EE | $2,466 | $4,352-43.3% | $4,023-38.7% | $6,507-62.1% |
| Admin fee / account holder | $2,083 | $6,386-67.4% | $6,127-66.0% | $12,624-83.5% |