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 | $30,388 | $107,334-71.7% | $92,893-67.3% | $152,861-80.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.4%-0.6pp |
| Annual return | 28.71% | 145.58%-116.9pp | 109.41%-80.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,185 | $4,221-48.2% | $3,653-40.2% | $4,762-54.1% |
| Participant deferral / active EE | $5,507 | $4,845+13.7% | $4,236+30.0% | $5,850-5.9% |
| Admin fee / account holder | $399 | $7,079-94.4% | $5,794-93.1% | $11,596-96.6% |