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 | $30,859 | $106,515-71.0% | $96,683-68.1% | $139,434-77.9% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 19.17% | 38.43%-19.3pp | 35.69%-16.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,373 | $4,103-42.2% | $3,737-36.5% | $4,751-50.0% |
| Participant deferral / active EE | $2,866 | $5,454-47.5% | $4,878-41.3% | $6,710-57.3% |
| Admin fee / account holder | $1,200 | $7,877-84.8% | $6,730-82.2% | $11,403-89.5% |