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 | $30,999 | $154,117-79.9% | $129,995-76.2% | $139,434-77.8% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 17.78% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,980 | $5,289-43.7% | $4,320-31.0% | $4,751-37.3% |
| Participant deferral / active EE | $6,712 | $6,7100% | $5,820+15.3% | $6,7100% |
| Admin fee / account holder | $523 | $14,007-96.3% | $10,614-95.1% | $11,403-95.4% |