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 | $25,221 | $99,020-74.5% | $86,590-70.9% | $147,584-82.9% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 13.84% | 1312.34%-1298.5pp | 964.84%-951.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,249 | $3,132-60.1% | $2,839-56.0% | $4,876-74.4% |
| Participant deferral / active EE | $5,600 | $3,972+41.0% | $3,609+55.2% | $5,439+3.0% |
| Admin fee / account holder | $3,432 | $5,710-39.9% | $4,906-30.0% | $10,885-68.5% |