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 | $23,794 | $202,432-88.2% | $169,368-86.0% | $139,434-82.9% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.32% | 531.74%-513.4pp | 405.60%-387.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,753 | $4,692-62.6% | $4,013-56.3% | $4,751-63.1% |
| Participant deferral / active EE | $1,744 | $6,938-74.9% | $6,221-72.0% | $6,710-74.0% |
| Admin fee / account holder | $1,322 | $10,708-87.7% | $9,003-85.3% | $11,403-88.4% |