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 | $30,739 | $106,584-71.2% | $101,326-69.7% | $142,382-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 14.18% | 36.93%-22.7pp | 36.82%-22.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $790 | $3,956-80.0% | $3,665-78.4% | $4,299-81.6% |
| Participant deferral / active EE | $9,526 | $8,297+14.8% | $7,994+19.2% | $6,507+46.4% |
| Admin fee / account holder | $1,003 | $11,446-91.2% | $11,185-91.0% | $12,624-92.1% |