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 | $32,285 | $80,968-60.1% | $96,544-66.6% | $75,163-57.0% |
| Participation rate | 91.4% | 71.8%+19.6pp | 76.0%+15.4pp | 67.2%+24.2pp |
| Annual return | 21.54% | 27.06%-5.5pp | 25.84%-4.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,069 | $2,282-9.3% | $2,965-30.2% | $2,670-22.5% |
| Participant deferral / active EE | $9,925 | $3,928+152.7% | $4,851+104.6% | $4,125+140.6% |
| Admin fee / account holder | $333 | $6,724-95.0% | $8,252-96.0% | $5,651-94.1% |