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 | $18,928 | $82,664-77.1% | $125,339-84.9% | $68,494-72.4% |
| Participation rate | 91.1% | 75.0%+16.0pp | 82.4%+8.7pp | 67.9%+23.2pp |
| Annual return | 15.43% | -5.97%+21.4pp | 572.05%-556.6pp | -7.84%+23.3pp |
| Employer contribution / active EE | $4,948 | $3,381+46.3% | $4,814+2.8% | $2,596+90.6% |
| Participant deferral / active EE | $9,278 | $6,110+51.8% | $7,446+24.6% | $4,027+130.4% |
| Admin fee / account holder | $3,200 | $6,275-49.0% | $10,010-68.0% | $5,403-40.8% |