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 7-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 | $55,745 | $81,900-31.9% | $119,609-53.4% | $68,494-18.6% |
| Participation rate | 90.2% | 71.9%+18.4pp | 79.3%+11.0pp | 67.9%+22.4pp |
| Annual return | 56.14% | -23.82%+80.0pp | -14.97%+71.1pp | -7.84%+64.0pp |
| Employer contribution / active EE | $1,942 | $2,693-27.9% | $4,232-54.1% | $2,596-25.2% |
| Participant deferral / active EE | $2,850 | $4,148-31.3% | $5,602-49.1% | $4,027-29.2% |
| Admin fee / account holder | $467 | $6,582-92.9% | $10,323-95.5% | $5,403-91.4% |