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 | $23,411 | $89,753-73.9% | $107,525-78.2% | $84,808-72.4% |
| Participation rate | 92.5% | 68.1%+24.4pp | 75.1%+17.4pp | 68.3%+24.2pp |
| Annual return | 20.20% | 29.48%-9.3pp | 181.32%-161.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,642 | $3,113-47.2% | $3,754-56.2% | $2,631-37.6% |
| Participant deferral / active EE | $3,185 | $4,056-21.5% | $5,116-37.7% | $4,212-24.4% |
| Admin fee / account holder | $723 | $7,222-90.0% | $8,919-91.9% | $7,344-90.2% |