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 | $33,615 | $72,071-53.4% | $68,368-50.8% | $137,256-75.5% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 17.74% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,141 | $2,788-59.1% | $2,649-56.9% | $4,156-72.6% |
| Participant deferral / active EE | $6,717 | $4,410+52.3% | $4,123+62.9% | $6,407+4.8% |
| Admin fee / account holder | $2,223 | $5,336-58.3% | $5,150-56.8% | $12,270-81.9% |