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 | $58,990 | $117,983-50.0% | $101,794-42.0% | $142,382-58.6% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 18.68% | 36.92%-18.2pp | 30.53%-11.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $10,996 | $2,773+296.6% | $2,289+380.4% | $4,299+155.8% |
| Participant deferral / active EE | $2,133 | $4,714-54.8% | $4,084-47.8% | $6,507-67.2% |
| Admin fee / account holder | $631 | $10,433-94.0% | $8,777-92.8% | $12,624-95.0% |