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 | $12,639 | $106,515-88.1% | $96,683-86.9% | $139,434-90.9% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 19.30% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,608 | $4,103-60.8% | $3,737-57.0% | $4,751-66.1% |
| Participant deferral / active EE | $2,267 | $5,454-58.4% | $4,878-53.5% | $6,710-66.2% |
| Admin fee / account holder | $692 | $7,877-91.2% | $6,730-89.7% | $11,403-93.9% |