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 | $53,001 | $185,822-71.5% | $169,993-68.8% | $139,434-62.0% |
| Participation rate | 79.2% | 87.8%-8.6pp | 87.0%-7.8pp | 80.3%-1.2pp |
| Annual return | 21.80% | 60.50%-38.7pp | 53.37%-31.6pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,681 | $7,590-77.9% | $6,785-75.2% | $4,751-64.6% |
| Participant deferral / active EE | $3,602 | $11,622-69.0% | $10,408-65.4% | $6,710-46.3% |
| Admin fee / account holder | $2,886 | $15,381-81.2% | $12,815-77.5% | $11,403-74.7% |