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 6-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 | $28,568 | $159,602-82.1% | $150,045-81.0% | $142,382-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 73.51% | 70.24%+3.3pp | 62.55%+11.0pp | 217.08%-143.6pp |
| Employer contribution / active EE | $2,015 | $4,961-59.4% | $4,693-57.1% | $4,299-53.1% |
| Participant deferral / active EE | $4,588 | $8,310-44.8% | $7,997-42.6% | $6,507-29.5% |
| Admin fee / account holder | $2,517 | $14,846-83.0% | $13,435-81.3% | $12,624-80.1% |