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 10-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 | $23,545 | $56,114-58.0% | $96,139-75.5% | $85,850-72.6% |
| Participation rate | 96.3% | 56.7%+39.6pp | 68.4%+27.8pp | 69.3%+27.0pp |
| Annual return | 22.34% | 42.30%-20.0pp | 191.94%-169.6pp | 318.53%-296.2pp |
| Employer contribution / active EE | $1,636 | $1,620+1.0% | $2,797-41.5% | $2,565-36.2% |
| Participant deferral / active EE | $4,547 | $2,859+59.0% | $4,349+4.5% | $3,952+15.1% |
| Admin fee / account holder | $810 | $3,768-78.5% | $5,537-85.4% | $6,260-87.1% |