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 | $23,733 | $140,940-83.2% | $112,229-78.9% | $139,434-83.0% |
| Participation rate | 90.9% | 79.2%+11.7pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 46.87% | 32.71%+14.2pp | 30.20%+16.7pp | 372.94%-326.1pp |
| Employer contribution / active EE | $2,134 | $4,283-50.2% | $3,430-37.8% | $4,751-55.1% |
| Participant deferral / active EE | $3,638 | $5,874-38.1% | $4,798-24.2% | $6,710-45.8% |
| Admin fee / account holder | $3,966 | $9,954-60.2% | $7,748-48.8% | $11,403-65.2% |