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 | $104,974-73.0% | $95,585-70.4% | $142,382-80.1% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 13.23% | 210.33%-197.1pp | 38.56%-25.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,059 | $2,779-25.9% | $2,527-18.5% | $4,299-52.1% |
| Participant deferral / active EE | $3,096 | $4,352-28.9% | $4,023-23.0% | $6,507-52.4% |
| Admin fee / account holder | $526 | $6,386-91.8% | $6,127-91.4% | $12,624-95.8% |