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 | $23,752 | $154,117-84.6% | $129,995-81.7% | $139,434-83.0% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 17.31% | 32.48%-15.2pp | -137.18%+154.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,068 | $5,289-60.9% | $4,320-52.1% | $4,751-56.5% |
| Participant deferral / active EE | $3,274 | $6,710-51.2% | $5,820-43.7% | $6,710-51.2% |
| Admin fee / account holder | $828 | $14,007-94.1% | $10,614-92.2% | $11,403-92.7% |