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 | $30,586 | $68,346-55.2% | $94,646-67.7% | $75,163-59.3% |
| Participation rate | 85.7% | 76.1%+9.6pp | 80.8%+4.9pp | 67.2%+18.5pp |
| Annual return | 22.86% | 616.93%-594.1pp | 156.71%-133.8pp | 160.62%-137.8pp |
| Employer contribution / active EE | $2,572 | $2,701-4.8% | $3,672-30.0% | $2,670-3.7% |
| Participant deferral / active EE | $5,089 | $6,537-22.1% | $7,418-31.4% | $4,125+23.4% |
| Admin fee / account holder | $751 | $5,326-85.9% | $7,231-89.6% | $5,651-86.7% |