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 | $24,441 | $117,841-79.3% | $102,423-76.1% | $145,922-83.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 18.71% | 31.65%-12.9pp | 29.32%-10.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,007 | $3,615-72.1% | $3,023-66.7% | $4,660-78.4% |
| Participant deferral / active EE | $5,277 | $5,731-7.9% | $5,053+4.4% | $6,688-21.1% |
| Admin fee / account holder | $536 | $13,326-96.0% | $9,451-94.3% | $13,397-96.0% |