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 | $31,472 | $101,724-69.1% | $164,813-80.9% | $80,856-61.1% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.6%+19.5pp |
| Annual return | 119.81% | 16.72%+103.1pp | 69.93%+49.9pp | 35.59%+84.2pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,256 | $4,477+17.4% | $6,031-12.9% | $4,296+22.3% |
| Admin fee / account holder | $958 | $8,227-88.4% | $12,690-92.5% | $6,918-86.2% |