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 5-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 | $10,582 | $54,705-80.7% | $71,209-85.1% | $84,808-87.5% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 21.12% | 35.90%-14.8pp | 282.51%-261.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,497 | $2,158+15.7% | $2,721-8.2% | $2,631-5.1% |
| Participant deferral / active EE | $2,775 | $3,030-8.4% | $4,175-33.5% | $4,212-34.1% |
| Admin fee / account holder | $456 | $4,863-90.6% | $5,349-91.5% | $7,344-93.8% |