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 4-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 | $23,867 | $65,561-63.6% | $86,188-72.3% | $75,163-68.2% |
| Participation rate | 74.1% | 60.5%+13.6pp | 69.0%+5.1pp | 67.2%+6.9pp |
| Annual return | 24.36% | 46.05%-21.7pp | 1168.45%-1144.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,489 | $1,553-4.1% | $2,380-37.4% | $2,670-44.2% |
| Participant deferral / active EE | $4,235 | $3,024+40.1% | $3,985+6.3% | $4,125+2.7% |
| Admin fee / account holder | $1,162 | $5,474-78.8% | $6,852-83.0% | $5,651-79.4% |