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 | $39,320 | $46,553-15.5% | $64,056-38.6% | $75,163-47.7% |
| Participation rate | 92.5% | 65.9%+26.6pp | 72.3%+20.2pp | 67.2%+25.3pp |
| Annual return | 66.99% | 26.03%+41.0pp | 33.69%+33.3pp | 160.62%-93.6pp |
| Employer contribution / active EE | $1,778 | $1,974-9.9% | $2,747-35.3% | $2,670-33.4% |
| Participant deferral / active EE | $3,716 | $2,837+31.0% | $3,880-4.2% | $4,125-9.9% |
| Admin fee / account holder | $680 | $2,952-77.0% | $3,068-77.8% | $5,651-88.0% |