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 6-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 | $29,804 | $133,922-77.7% | $116,228-74.4% | $142,382-79.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.55% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,431 | $3,446-58.5% | $2,994-52.2% | $4,299-66.7% |
| Participant deferral / active EE | $4,853 | $5,672-14.4% | $4,953-2.0% | $6,507-25.4% |
| Admin fee / account holder | $2,740 | $14,945-81.7% | $11,989-77.1% | $12,624-78.3% |