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 | $24,116 | $107,452-77.6% | $91,541-73.7% | $142,382-83.1% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.8%+25.7pp | 80.1%+15.3pp |
| Annual return | 19.42% | 22.06%-2.6pp | 20.50%-1.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,947 | $2,994-35.0% | $2,505-22.3% | $4,299-54.7% |
| Participant deferral / active EE | $4,116 | $4,754-13.4% | $4,008+2.7% | $6,507-36.8% |
| Admin fee / account holder | $782 | $8,834-91.1% | $6,956-88.8% | $12,624-93.8% |