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 | $40,597 | $178,174-77.2% | $156,181-74.0% | $137,256-70.4% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 11.30% | 84.19%-72.9pp | 64.87%-53.6pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,379 | $4,972-72.3% | $4,294-67.9% | $4,156-66.8% |
| Participant deferral / active EE | $3,336 | $6,888-51.6% | $6,132-45.6% | $6,407-47.9% |
| Admin fee / account holder | $2,805 | $17,404-83.9% | $14,586-80.8% | $12,270-77.1% |