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 5-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 | $13,570 | $105,126-87.1% | $94,646-85.7% | $139,434-90.3% |
| Participation rate | 90.0% | 82.4%+7.6pp | 80.8%+9.2pp | 80.3%+9.7pp |
| Annual return | 25.93% | 38.03%-12.1pp | 156.71%-130.8pp | 372.94%-347.0pp |
| Employer contribution / active EE | $3,127 | $4,106-23.8% | $3,672-14.9% | $4,751-34.2% |
| Participant deferral / active EE | $3,579 | $7,599-52.9% | $7,418-51.7% | $6,710-46.7% |
| Admin fee / account holder | $976 | $8,984-89.1% | $7,231-86.5% | $11,403-91.4% |