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 8-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 | $32,945 | $165,335-80.1% | $149,696-78.0% | $158,922-79.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 21.83% | 348.15%-326.3pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $1,593 | $5,103-68.8% | $4,644-65.7% | $4,761-66.5% |
| Participant deferral / active EE | $2,546 | $7,181-64.5% | $6,842-62.8% | $5,982-57.4% |
| Admin fee / account holder | $306 | $10,807-97.2% | $9,309-96.7% | $11,246-97.3% |