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 | $16,461 | $111,814-85.3% | $93,654-82.4% | $145,959-88.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 12.99% | 203.30%-190.3pp | 133.34%-120.3pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,223 | $3,092-60.4% | $2,421-49.5% | $4,661-73.8% |
| Participant deferral / active EE | $2,366 | $4,914-51.9% | $4,413-46.4% | $6,689-64.6% |
| Admin fee / account holder | $4,065 | $10,246-60.3% | $8,282-50.9% | $13,398-69.7% |