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 | $32,329 | $111,535-71.0% | $105,223-69.3% | $137,256-76.4% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 16.96% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,220 | $3,939-18.3% | $3,689-12.7% | $4,156-22.5% |
| Participant deferral / active EE | $6,777 | $5,500+23.2% | $5,072+33.6% | $6,407+5.8% |
| Admin fee / account holder | $617 | $9,721-93.7% | $8,859-93.0% | $12,270-95.0% |