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 | $36,157 | $98,750-63.4% | $149,696-75.8% | $79,858-54.7% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.5%+14.4pp | 69.6%+27.2pp |
| Annual return | 21.61% | 27.43%-5.8pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,930 | $3,216-40.0% | $4,644-58.4% | $2,471-21.9% |
| Participant deferral / active EE | $6,040 | $5,680+6.3% | $6,842-11.7% | $3,740+61.5% |
| Admin fee / account holder | $317 | $6,053-94.8% | $9,309-96.6% | $5,306-94.0% |