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 | $30,337 | $104,974-71.1% | $95,585-68.3% | $142,382-78.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 18.64% | 210.33%-191.7pp | 38.56%-19.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $760 | $2,779-72.6% | $2,527-69.9% | $4,299-82.3% |
| Participant deferral / active EE | $3,928 | $4,352-9.7% | $4,023-2.4% | $6,507-39.6% |
| Admin fee / account holder | $368 | $6,386-94.2% | $6,127-94.0% | $12,624-97.1% |