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 | $15,509 | $96,305-83.9% | $80,569-80.8% | $139,434-88.9% |
| Participation rate | 93.8% | 73.6%+20.1pp | 67.0%+26.8pp | 80.3%+13.4pp |
| Annual return | 26.70% | 1350.08%-1323.4pp | 935.43%-908.7pp | 372.94%-346.2pp |
| Employer contribution / active EE | $1,560 | $3,262-52.2% | $2,723-42.7% | $4,751-67.2% |
| Participant deferral / active EE | $5,025 | $5,232-4.0% | $4,447+13.0% | $6,710-25.1% |
| Admin fee / account holder | $948 | $6,599-85.6% | $5,377-82.4% | $11,403-91.7% |