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 7-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 | $26,272 | $65,561-59.9% | $86,188-69.5% | $75,163-65.0% |
| Participation rate | 92.2% | 60.5%+31.7pp | 69.0%+23.2pp | 67.2%+25.0pp |
| Annual return | 28.00% | 46.05%-18.1pp | 1168.45%-1140.4pp | 160.62%-132.6pp |
| Employer contribution / active EE | $1,976 | $1,553+27.3% | $2,380-17.0% | $2,670-26.0% |
| Participant deferral / active EE | $4,505 | $3,024+49.0% | $3,985+13.1% | $4,125+9.2% |
| Admin fee / account holder | $892 | $5,474-83.7% | $6,852-87.0% | $5,651-84.2% |