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 | $63,581 | $165,335-61.5% | $149,696-57.5% | $158,922-60.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.57% | 348.15%-324.6pp | 276.60%-253.0pp | 302.83%-279.3pp |
| Employer contribution / active EE | $3,462 | $5,103-32.2% | $4,644-25.5% | $4,761-27.3% |
| Participant deferral / active EE | $13,068 | $7,181+82.0% | $6,842+91.0% | $5,982+118.4% |
| Admin fee / account holder | $599 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |