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 | $11,043 | $58,208-81.0% | $81,812-86.5% | $80,856-86.3% |
| Participation rate | 96.6% | 63.4%+33.2pp | 72.3%+24.3pp | 67.6%+29.0pp |
| Annual return | 18.68% | 41.66%-23.0pp | 773.79%-755.1pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,230 | $2,340-47.4% | $2,912-57.8% | $2,755-55.4% |
| Participant deferral / active EE | $2,962 | $3,281-9.7% | $4,319-31.4% | $4,296-31.1% |
| Admin fee / account holder | $1,626 | $4,981-67.4% | $7,386-78.0% | $6,918-76.5% |