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 | $41,744 | $106,515-60.8% | $96,683-56.8% | $139,434-70.1% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 19.78% | 38.43%-18.6pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,152 | $4,103-47.6% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $4,456 | $5,454-18.3% | $4,878-8.7% | $6,710-33.6% |
| Admin fee / account holder | $4,591 | $7,877-41.7% | $6,730-31.8% | $11,403-59.7% |