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 | $25,972 | $127,065-79.6% | $113,168-77.1% | $142,382-81.8% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 49.77% | 24.03%+25.7pp | 24.27%+25.5pp | 217.08%-167.3pp |
| Employer contribution / active EE | $1,920 | $3,442-44.2% | $2,975-35.5% | $4,299-55.3% |
| Participant deferral / active EE | $4,360 | $5,716-23.7% | $5,107-14.6% | $6,507-33.0% |
| Admin fee / account holder | $406 | $15,736-97.4% | $12,068-96.6% | $12,624-96.8% |