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 | $34,681 | $72,492-52.2% | $87,100-60.2% | $72,985-52.5% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.9%+2.3pp | 69.5%+9.7pp |
| Annual return | 56.09% | 24.46%+31.6pp | 28.19%+27.9pp | 81.00%-24.9pp |
| Employer contribution / active EE | $1,581 | $1,894-16.5% | $2,521-37.3% | $2,440-35.2% |
| Participant deferral / active EE | $2,684 | $3,270-17.9% | $4,049-33.7% | $3,607-25.6% |
| Admin fee / account holder | $5,005 | $5,055-1.0% | $7,497-33.2% | $5,124-2.3% |