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 | $20,669 | $77,314-73.3% | $177,989-88.4% | $80,856-74.4% |
| Participation rate | 96.3% | 65.7%+30.6pp | 77.1%+19.2pp | 67.6%+28.7pp |
| Annual return | 18.38% | 18.09%+0.3pp | 294.48%-276.1pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,365 | $2,292+3.2% | $3,949-40.1% | $2,755-14.2% |
| Participant deferral / active EE | $3,983 | $4,411-9.7% | $6,276-36.5% | $4,296-7.3% |
| Admin fee / account holder | $4,813 | $7,191-33.1% | $10,363-53.6% | $6,918-30.4% |