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 | $23,896 | $148,534-83.9% | $135,903-82.4% | $139,434-82.9% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 28.17% | 79.19%-51.0pp | 68.23%-40.1pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,007 | $5,243-61.7% | $4,856-58.7% | $4,751-57.8% |
| Participant deferral / active EE | $8,079 | $8,100-0.3% | $7,758+4.1% | $6,710+20.4% |
| Admin fee / account holder | $1,016 | $12,400-91.8% | $10,762-90.6% | $11,403-91.1% |