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 | $21,240 | $210,698-89.9% | $178,014-88.1% | $145,959-85.4% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.59% | 386.27%-367.7pp | 294.80%-276.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,126 | $4,567-75.3% | $3,950-71.5% | $4,661-75.8% |
| Participant deferral / active EE | $3,279 | $6,958-52.9% | $6,276-47.8% | $6,689-51.0% |
| Admin fee / account holder | $515 | $12,016-95.7% | $10,362-95.0% | $13,398-96.2% |