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 | $24,931 | $227,553-89.0% | $189,557-86.8% | $167,490-85.1% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.4%-4.8pp | 82.1%-8.4pp |
| Annual return | 16.32% | 78.40%-62.1pp | 64.17%-47.9pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,127 | $5,316-60.0% | $4,412-51.8% | $4,837-56.0% |
| Participant deferral / active EE | $4,650 | $7,002-33.6% | $6,174-24.7% | $6,341-26.7% |
| Admin fee / account holder | $486 | $11,878-95.9% | $9,807-95.0% | $12,309-96.1% |