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 | $32,682 | $133,922-75.6% | $116,228-71.9% | $142,382-77.0% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 17.16% | 147.76%-130.6pp | 90.06%-72.9pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,489 | $3,446-27.8% | $2,994-16.9% | $4,299-42.1% |
| Participant deferral / active EE | $4,651 | $5,672-18.0% | $4,953-6.1% | $6,507-28.5% |
| Admin fee / account holder | $10,465 | $14,945-30.0% | $11,989-12.7% | $12,624-17.1% |