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 | $32,098 | $97,744-67.2% | $103,476-69.0% | $145,922-78.0% |
| Participation rate | 72.7% | 81.1%-8.4pp | 80.5%-7.8pp | 80.3%-7.5pp |
| Annual return | 13.54% | 25.41%-11.9pp | 23.90%-10.4pp | 561.29%-547.7pp |
| Employer contribution / active EE | $3,378 | $4,677-27.8% | $4,672-27.7% | $4,660-27.5% |
| Participant deferral / active EE | $7,589 | $6,603+14.9% | $6,623+14.6% | $6,688+13.5% |
| Admin fee / account holder | $20,000 | $12,515+59.8% | $9,413+112.5% | $13,397+49.3% |