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 | $26,696 | $54,350-50.9% | $82,719-67.7% | $68,494-61.0% |
| Participation rate | 83.6% | 63.9%+19.7pp | 72.6%+11.1pp | 67.9%+15.7pp |
| Annual return | 6.24% | -13.67%+19.9pp | 701.18%-694.9pp | -7.84%+14.1pp |
| Employer contribution / active EE | $3,175 | $2,218+43.1% | $3,009+5.5% | $2,596+22.3% |
| Participant deferral / active EE | $4,595 | $3,246+41.6% | $4,395+4.6% | $4,027+14.1% |
| Admin fee / account holder | $2,723 | $4,395-38.0% | $5,329-48.9% | $5,403-49.6% |