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 | $22,509 | $165,335-86.4% | $149,696-85.0% | $158,922-85.8% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 28.41% | 348.15%-319.7pp | 276.60%-248.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $3,198 | $5,103-37.3% | $4,644-31.2% | $4,761-32.8% |
| Participant deferral / active EE | $5,126 | $7,181-28.6% | $6,842-25.1% | $5,982-14.3% |
| Admin fee / account holder | $392 | $10,807-96.4% | $9,309-95.8% | $11,246-96.5% |