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 | $51,877 | $175,202-70.4% | $149,673-65.3% | $139,434-62.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 31.94% | 166.71%-134.8pp | 134.42%-102.5pp | 372.94%-341.0pp |
| Employer contribution / active EE | $9,798 | $5,474+79.0% | $4,818+103.4% | $4,751+106.2% |
| Participant deferral / active EE | $5,628 | $6,519-13.7% | $5,680-0.9% | $6,710-16.1% |
| Admin fee / account holder | $1,653 | $16,150-89.8% | $13,210-87.5% | $11,403-85.5% |