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 8-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 | $28,811 | $93,571-69.2% | $135,903-78.8% | $75,163-61.7% |
| Participation rate | 82.1% | 75.2%+7.0pp | 81.9%+0.2pp | 67.2%+15.0pp |
| Annual return | 62.63% | 30.90%+31.7pp | 68.23%-5.6pp | 160.62%-98.0pp |
| Employer contribution / active EE | $3,744 | $3,537+5.9% | $4,856-22.9% | $2,670+40.2% |
| Participant deferral / active EE | $6,290 | $6,404-1.8% | $7,758-18.9% | $4,125+52.5% |
| Admin fee / account holder | $2,220 | $6,975-68.2% | $10,762-79.4% | $5,651-60.7% |