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 8-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 | $23,218 | $89,355-74.0% | $141,162-83.6% | $72,985-68.2% |
| Participation rate | 97.2% | 75.1%+22.1pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 27.61% | 111.85%-84.2pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $1,443 | $3,114-53.7% | $4,735-69.5% | $2,440-40.9% |
| Participant deferral / active EE | $4,929 | $5,418-9.0% | $6,709-26.5% | $3,607+36.6% |
| Admin fee / account holder | $1,951 | $5,958-67.3% | $10,261-81.0% | $5,124-61.9% |