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 | $28,172 | $201,272-86.0% | $184,203-84.7% | $145,922-80.7% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 20.37% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $3,258 | $7,022-53.6% | $6,427-49.3% | $4,660-30.1% |
| Participant deferral / active EE | $5,758 | $9,806-41.3% | $9,131-36.9% | $6,688-13.9% |
| Admin fee / account holder | $771 | $16,364-95.3% | $13,901-94.5% | $13,397-94.2% |