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 | $46,297 | $201,272-77.0% | $184,203-74.9% | $145,922-68.3% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 11.61% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,821 | $7,022-74.1% | $6,427-71.7% | $4,660-60.9% |
| Participant deferral / active EE | $6,582 | $9,806-32.9% | $9,131-27.9% | $6,688-1.6% |
| Admin fee / account holder | $1,634 | $16,364-90.0% | $13,901-88.2% | $13,397-87.8% |