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 | $28,804 | $81,248-64.5% | $155,509-81.5% | $80,856-64.4% |
| Participation rate | 94.9% | 66.2%+28.6pp | 78.2%+16.7pp | 67.6%+27.2pp |
| Annual return | 74.58% | 33.31%+41.3pp | 64.67%+9.9pp | 35.59%+39.0pp |
| Employer contribution / active EE | $5,989 | $3,100+93.2% | $4,672+28.2% | $2,755+117.4% |
| Participant deferral / active EE | $3,257 | $3,452-5.6% | $5,626-42.1% | $4,296-24.2% |
| Admin fee / account holder | $669 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |