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 7-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 | $23,360 | $44,960-48.0% | $84,966-72.5% | $74,495-68.6% |
| Participation rate | 94.3% | 49.4%+44.9pp | 67.5%+26.8pp | 67.2%+27.1pp |
| Annual return | 19.52% | 26.24%-6.7pp | 66.38%-46.9pp | 1364.94%-1345.4pp |
| Employer contribution / active EE | $1,930 | $1,457+32.5% | $2,727-29.2% | $2,623-26.4% |
| Participant deferral / active EE | $3,972 | $2,731+45.5% | $4,519-12.1% | $4,346-8.6% |
| Admin fee / account holder | $560 | $2,209-74.7% | $6,149-90.9% | $1,942-71.2% |