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 | $26,896 | $76,407-64.8% | $150,298-82.1% | $82,448-67.4% |
| Participation rate | 92.9% | 66.4%+26.5pp | 77.8%+15.2pp | 68.1%+24.9pp |
| Annual return | 14.94% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.7pp |
| Employer contribution / active EE | $2,851 | $2,614+9.1% | $4,154-31.4% | $2,551+11.7% |
| Participant deferral / active EE | $4,379 | $3,214+36.2% | $5,453-19.7% | $4,139+5.8% |
| Admin fee / account holder | $3,921 | $6,352-38.3% | $14,116-72.2% | $7,234-45.8% |