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 | $23,193 | $177,572-86.9% | $154,803-85.0% | $142,382-83.7% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 22.08% | 65.07%-43.0pp | 58.88%-36.8pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,202 | $4,810-75.0% | $4,305-72.1% | $4,299-72.1% |
| Participant deferral / active EE | $3,196 | $6,272-49.0% | $5,540-42.3% | $6,507-50.9% |
| Admin fee / account holder | $712 | $16,786-95.8% | $14,329-95.0% | $12,624-94.4% |