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 | $49,002 | $106,749-54.1% | $145,433-66.3% | $82,448-40.6% |
| Participation rate | 90.5% | 75.6%+14.9pp | 82.1%+8.4pp | 68.1%+22.5pp |
| Annual return | 47.24% | 27.59%+19.6pp | 66.58%-19.3pp | 41.64%+5.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,023 | $6,519+99.8% | $7,897+64.9% | $4,139+214.6% |
| Admin fee / account holder | $4,626 | $8,390-44.9% | $13,129-64.8% | $7,234-36.1% |