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 | $23,499 | $93,571-74.9% | $135,903-82.7% | $75,163-68.7% |
| Participation rate | 86.2% | 75.2%+11.0pp | 81.9%+4.3pp | 67.2%+19.0pp |
| Annual return | 22.19% | 30.90%-8.7pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,079 | $3,537-41.2% | $4,856-57.2% | $2,670-22.1% |
| Participant deferral / active EE | $4,666 | $6,404-27.1% | $7,758-39.9% | $4,125+13.1% |
| Admin fee / account holder | $778 | $6,975-88.8% | $10,762-92.8% | $5,651-86.2% |