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 9-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 | $26,027 | $83,826-69.0% | - | $147,584-82.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 19.11% | 26.57%-7.5pp | - | 578.55%-559.4pp |
| Employer contribution / active EE | $2,129 | $3,042-30.0% | - | $4,876-56.3% |
| Participant deferral / active EE | $6,598 | $3,987+65.5% | - | $5,439+21.3% |
| Admin fee / account holder | $348 | $6,071-94.3% | - | $10,885-96.8% |