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 | $25,419 | $98,240-74.1% | $82,313-69.1% | $147,584-82.8% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 19.36% | 30.85%-11.5pp | 25.88%-6.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,406 | $3,192-55.9% | $2,428-42.1% | $4,876-71.2% |
| Participant deferral / active EE | $2,144 | $4,383-51.1% | $3,706-42.2% | $5,439-60.6% |
| Admin fee / account holder | $580 | $8,563-93.2% | $5,608-89.7% | $10,885-94.7% |