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 | $31,860 | $179,726-82.3% | $156,263-79.6% | $142,382-77.6% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 17.09% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,445 | $5,069-71.5% | $4,333-66.7% | $4,299-66.4% |
| Participant deferral / active EE | $2,396 | $6,956-65.6% | $6,158-61.1% | $6,507-63.2% |
| Admin fee / account holder | $572 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |