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 | $143,615 | $228,332-37.1% | $185,823-22.7% | $158,922-9.6% |
| Participation rate | 95.5% | 82.3%+13.2pp | 78.0%+17.4pp | 82.0%+13.5pp |
| Annual return | 12.71% | 40.80%-28.1pp | 35.95%-23.2pp | 302.83%-290.1pp |
| Employer contribution / active EE | $2,398 | $4,967-51.7% | $4,087-41.3% | $4,761-49.6% |
| Participant deferral / active EE | $4,011 | $6,415-37.5% | $5,632-28.8% | $5,982-33.0% |
| Admin fee / account holder | $1,009 | $11,864-91.5% | $9,500-89.4% | $11,246-91.0% |