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 | $32,106 | $118,450-72.9% | $98,439-67.4% | $139,434-77.0% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 22.68% | 18.94%+3.7pp | 21.16%+1.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,561 | $3,609-56.8% | $3,048-48.8% | $4,751-67.2% |
| Participant deferral / active EE | $4,222 | $5,392-21.7% | $4,738-10.9% | $6,710-37.1% |
| Admin fee / account holder | $1,054 | $14,026-92.5% | $8,948-88.2% | $11,403-90.8% |