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 | $26,310 | $178,174-85.2% | $156,181-83.2% | $137,256-80.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.31% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,134 | $4,972-57.1% | $4,294-50.3% | $4,156-48.7% |
| Participant deferral / active EE | $3,673 | $6,888-46.7% | $6,132-40.1% | $6,407-42.7% |
| Admin fee / account holder | $2,588 | $17,404-85.1% | $14,586-82.3% | $12,270-78.9% |