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 | $13,481 | $77,899-82.7% | $149,673-91.0% | $75,163-82.1% |
| Participation rate | 96.9% | 65.6%+31.3pp | 78.8%+18.2pp | 67.2%+29.7pp |
| Annual return | 17.50% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,072 | $3,137-34.0% | $4,818-57.0% | $2,670-22.4% |
| Participant deferral / active EE | $1,144 | $3,411-66.5% | $5,680-79.9% | $4,125-72.3% |
| Admin fee / account holder | $446 | $5,956-92.5% | $13,210-96.6% | $5,651-92.1% |