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 | $35,056 | $69,207-49.3% | $64,056-45.3% | $139,434-74.9% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 19.88% | 45.88%-26.0pp | 33.69%-13.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,757 | $3,182-44.8% | $2,747-36.0% | $4,751-63.0% |
| Participant deferral / active EE | $2,208 | $4,682-52.8% | $3,880-43.1% | $6,710-67.1% |
| Admin fee / account holder | $4,663 | $4,244+9.9% | $3,068+52.0% | $11,403-59.1% |