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 | $27,966 | $100,773-72.2% | $88,946-68.6% | $142,382-80.4% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | 18.07% | 70.18%-52.1pp | 57.82%-39.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,010 | $2,918-31.1% | $2,555-21.3% | $4,299-53.2% |
| Participant deferral / active EE | $2,718 | $5,230-48.0% | $4,581-40.7% | $6,507-58.2% |
| Admin fee / account holder | $609 | $9,693-93.7% | $8,261-92.6% | $12,624-95.2% |