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 | $18,824 | $100,773-81.3% | $88,946-78.8% | $142,382-86.8% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.8%+21.6pp | 80.1%+10.4pp |
| Annual return | 19.39% | 70.18%-50.8pp | 57.82%-38.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,355 | $2,918-19.3% | $2,555-7.8% | $4,299-45.2% |
| Participant deferral / active EE | $3,597 | $5,230-31.2% | $4,581-21.5% | $6,507-44.7% |
| Admin fee / account holder | $622 | $9,693-93.6% | $8,261-92.5% | $12,624-95.1% |