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 | $23,642 | $106,515-77.8% | $96,683-75.5% | $139,434-83.0% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 21.89% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $2,437 | $4,103-40.6% | $3,737-34.8% | $4,751-48.7% |
| Participant deferral / active EE | $7,197 | $5,454+32.0% | $4,878+47.5% | $6,710+7.3% |
| Admin fee / account holder | $541 | $7,877-93.1% | $6,730-92.0% | $11,403-95.3% |