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 | $26,022 | $109,881-76.3% | $150,045-82.7% | $84,808-69.3% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 28.50% | 28.25%+0.3pp | 62.55%-34.0pp | 40.90%-12.4pp |
| Employer contribution / active EE | $6,754 | $3,561+89.7% | $4,693+43.9% | $2,631+156.7% |
| Participant deferral / active EE | $8,202 | $6,636+23.6% | $7,997+2.6% | $4,212+94.8% |
| Admin fee / account holder | $10,008 | $8,568+16.8% | $13,435-25.5% | $7,344+36.3% |