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 | $33,435 | $78,672-57.5% | $109,143-69.4% | $85,850-61.1% |
| Participation rate | 81.8% | 68.3%+13.5pp | 75.9%+5.9pp | 69.3%+12.5pp |
| Annual return | 20.43% | 25.09%-4.7pp | 25.75%-5.3pp | 318.53%-298.1pp |
| Employer contribution / active EE | $11,847 | $2,735+333.2% | $3,722+218.3% | $2,565+361.9% |
| Participant deferral / active EE | $2,581 | $3,467-25.5% | $4,653-44.5% | $3,952-34.7% |
| Admin fee / account holder | $1,174 | $5,469-78.5% | $6,752-82.6% | $6,260-81.3% |