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 | $20,939 | $124,281-83.2% | $109,143-80.8% | $167,490-87.5% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 16.05% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $9,677 | $4,207+130.0% | $3,722+160.0% | $4,837+100.0% |
| Participant deferral / active EE | $2,303 | $5,255-56.2% | $4,653-50.5% | $6,341-63.7% |
| Admin fee / account holder | $988 | $7,970-87.6% | $6,752-85.4% | $12,309-92.0% |