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 | $33,007 | $47,479-30.5% | $62,929-47.5% | $82,448-60.0% |
| Participation rate | 73.1% | 66.9%+6.2pp | 73.1%0pp | 68.1%+5.0pp |
| Annual return | 13.18% | 20.34%-7.2pp | 1063.93%-1050.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,174 | $1,885+15.3% | $2,505-13.2% | $2,551-14.8% |
| Participant deferral / active EE | $4,905 | $2,870+70.9% | $3,888+26.2% | $4,139+18.5% |
| Admin fee / account holder | $3,599 | $3,804-5.4% | $5,065-28.9% | $7,234-50.3% |