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 | $28,233 | $148,534-81.0% | $135,903-79.2% | $139,434-79.8% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 13.13% | 79.19%-66.1pp | 68.23%-55.1pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,174 | $5,243-58.5% | $4,856-55.2% | $4,751-54.2% |
| Participant deferral / active EE | $8,040 | $8,100-0.7% | $7,758+3.6% | $6,710+19.8% |
| Admin fee / account holder | $1,098 | $12,400-91.1% | $10,762-89.8% | $11,403-90.4% |