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 6-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 | $43,601 | $154,117-71.7% | $129,995-66.5% | $139,434-68.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 20.96% | 32.48%-11.5pp | -137.18%+158.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $2,990 | $5,289-43.5% | $4,320-30.8% | $4,751-37.1% |
| Participant deferral / active EE | $6,961 | $6,710+3.7% | $5,820+19.6% | $6,710+3.7% |
| Admin fee / account holder | $2,097 | $14,007-85.0% | $10,614-80.2% | $11,403-81.6% |