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 | $23,730 | $124,319-80.9% | $111,297-78.7% | $167,490-85.8% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 19.85% | 37.44%-17.6pp | 54.65%-34.8pp | 478.56%-458.7pp |
| Employer contribution / active EE | $2,226 | $3,435-35.2% | $2,731-18.5% | $4,837-54.0% |
| Participant deferral / active EE | $6,548 | $5,180+26.4% | $4,487+45.9% | $6,341+3.3% |
| Admin fee / account holder | $305 | $10,618-97.1% | $7,964-96.2% | $12,309-97.5% |