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 | $34,019 | $77,899-56.3% | $149,673-77.3% | $75,163-54.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.96% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,867 | $3,137-40.5% | $4,818-61.3% | $2,670-30.1% |
| Participant deferral / active EE | $6,311 | $3,411+85.0% | $5,680+11.1% | $4,125+53.0% |
| Admin fee / account holder | $1,898 | $5,956-68.1% | $13,210-85.6% | $5,651-66.4% |