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 | $28,329 | $101,618-72.1% | $93,063-69.6% | $137,256-79.4% |
| Participation rate | 90.9% | 74.9%+16.0pp | 72.1%+18.8pp | 80.0%+10.9pp |
| Annual return | 13.23% | 223.95%-210.7pp | 34.15%-20.9pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,059 | $2,707-24.0% | $2,476-16.9% | $4,156-50.5% |
| Participant deferral / active EE | $3,096 | $4,279-27.7% | $3,958-21.8% | $6,407-51.7% |
| Admin fee / account holder | $526 | $6,198-91.5% | $6,033-91.3% | $12,270-95.7% |