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 8-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 | $30,597 | $91,538-66.6% | $129,995-76.5% | $75,163-59.3% |
| Participation rate | 92.2% | 71.4%+20.7pp | 78.5%+13.7pp | 67.2%+25.0pp |
| Annual return | 16.81% | -631.11%+647.9pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,759 | $2,845-38.2% | $4,320-59.3% | $2,670-34.1% |
| Participant deferral / active EE | $4,024 | $4,341-7.3% | $5,820-30.9% | $4,125-2.5% |
| Admin fee / account holder | $541 | $6,790-92.0% | $10,614-94.9% | $5,651-90.4% |