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 | $31,794 | $94,625-66.4% | $116,228-72.6% | $84,808-62.5% |
| Participation rate | 85.2% | 70.4%+14.7pp | 74.6%+10.6pp | 68.3%+16.9pp |
| Annual return | 19.36% | 20.40%-1.0pp | 90.06%-70.7pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,490 | $2,347+6.1% | $2,994-16.9% | $2,631-5.4% |
| Participant deferral / active EE | $8,276 | $3,972+108.4% | $4,953+67.1% | $4,212+96.5% |
| Admin fee / account holder | $997 | $10,091-90.1% | $11,989-91.7% | $7,344-86.4% |