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 | $33,156 | $74,888-55.7% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 21.25% | 345.14%-323.9pp | 282.51%-261.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,758 | $2,854-3.4% | $2,721+1.4% | $4,299-35.8% |
| Participant deferral / active EE | $7,330 | $4,454+64.5% | $4,175+75.6% | $6,507+12.6% |
| Admin fee / account holder | $8,798 | $5,568+58.0% | $5,349+64.5% | $12,624-30.3% |