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 | $42,962 | $105,126-59.1% | $94,646-54.6% | $139,434-69.2% |
| Participation rate | 73.7% | 82.4%-8.7pp | 80.8%-7.1pp | 80.3%-6.6pp |
| Annual return | 19.25% | 38.03%-18.8pp | 156.71%-137.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $673 | $4,106-83.6% | $3,672-81.7% | $4,751-85.8% |
| Participant deferral / active EE | $6,516 | $7,599-14.3% | $7,418-12.2% | $6,710-2.9% |
| Admin fee / account holder | $2,405 | $8,984-73.2% | $7,231-66.7% | $11,403-78.9% |