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 | $21,762 | $110,261-80.3% | $95,745-77.3% | $139,434-84.4% |
| Participation rate | 85.0% | 75.8%+9.2pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 24.31% | 27.11%-2.8pp | 28.35%-4.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,778 | $3,257-45.4% | $2,835-37.3% | $4,751-62.6% |
| Participant deferral / active EE | $3,290 | $4,676-29.6% | $4,245-22.5% | $6,710-51.0% |
| Admin fee / account holder | $1,121 | $6,613-83.1% | $5,678-80.3% | $11,403-90.2% |