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 | $30,234 | $111,814-73.0% | $103,374-70.8% | $145,959-79.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 13.70% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,199 | $4,214-71.6% | $3,869-69.0% | $4,661-74.3% |
| Participant deferral / active EE | $3,083 | $5,618-45.1% | $5,058-39.0% | $6,689-53.9% |
| Admin fee / account holder | $2,510 | $9,754-74.3% | $8,394-70.1% | $13,398-81.3% |