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 8-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 | $28,607 | $98,750-71.0% | $149,696-80.9% | $79,858-64.2% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 27.55% | 27.43%+0.1pp | 276.60%-249.0pp | 31.71%-4.2pp |
| Employer contribution / active EE | $1,872 | $3,216-41.8% | $4,644-59.7% | $2,471-24.2% |
| Participant deferral / active EE | $3,285 | $5,680-42.2% | $6,842-52.0% | $3,740-12.2% |
| Admin fee / account holder | $731 | $6,053-87.9% | $9,309-92.2% | $5,306-86.2% |