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 | $35,203 | $93,571-62.4% | $135,903-74.1% | $75,163-53.2% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 87.71% | 30.90%+56.8pp | 68.23%+19.5pp | 160.62%-72.9pp |
| Employer contribution / active EE | $1,557 | $3,537-56.0% | $4,856-67.9% | $2,670-41.7% |
| Participant deferral / active EE | $6,950 | $6,404+8.5% | $7,758-10.4% | $4,125+68.5% |
| Admin fee / account holder | $689 | $6,975-90.1% | $10,762-93.6% | $5,651-87.8% |