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 | $31,416 | $57,016-44.9% | $84,966-63.0% | $80,856-61.1% |
| Participation rate | 88.6% | 56.3%+32.3pp | 67.5%+21.1pp | 67.6%+21.0pp |
| Annual return | 34.55% | 21.66%+12.9pp | 66.38%-31.8pp | 35.59%-1.0pp |
| Employer contribution / active EE | $6,745 | $1,798+275.2% | $2,727+147.3% | $2,755+144.9% |
| Participant deferral / active EE | $4,267 | $3,110+37.2% | $4,519-5.6% | $4,296-0.7% |
| Admin fee / account holder | $1,598 | $4,980-67.9% | $6,149-74.0% | $6,918-76.9% |