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 | $27,997 | $101,618-72.4% | $93,063-69.9% | $137,256-79.6% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 11.02% | 223.95%-212.9pp | 34.15%-23.1pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,337 | $2,707-13.7% | $2,476-5.6% | $4,156-43.8% |
| Participant deferral / active EE | $3,037 | $4,279-29.0% | $3,958-23.3% | $6,407-52.6% |
| Admin fee / account holder | $1,915 | $6,198-69.1% | $6,033-68.3% | $12,270-84.4% |