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 4-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 | $25,611 | $77,899-67.1% | $149,673-82.9% | $75,163-65.9% |
| Participation rate | 98.4% | 65.6%+32.9pp | 78.8%+19.7pp | 67.2%+31.2pp |
| Annual return | 18.95% | 31.72%-12.8pp | 134.42%-115.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,250 | $3,137-60.2% | $4,818-74.1% | $2,670-53.2% |
| Participant deferral / active EE | $2,760 | $3,411-19.1% | $5,680-51.4% | $4,125-33.1% |
| Admin fee / account holder | $3,527 | $5,956-40.8% | $13,210-73.3% | $5,651-37.6% |