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 | $38,029 | $133,922-71.6% | $116,228-67.3% | $142,382-73.3% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.6%+17.8pp | 80.1%+12.2pp |
| Annual return | 16.07% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,970 | $3,446-42.8% | $2,994-34.2% | $4,299-54.2% |
| Participant deferral / active EE | $4,107 | $5,672-27.6% | $4,953-17.1% | $6,507-36.9% |
| Admin fee / account holder | $1,925 | $14,945-87.1% | $11,989-83.9% | $12,624-84.8% |