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 | $65,489 | $110,257-40.6% | $96,544-32.2% | $139,434-53.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 15.76% | 26.32%-10.6pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,196 | $3,620-11.7% | $2,965+7.8% | $4,751-32.7% |
| Participant deferral / active EE | $10,592 | $5,548+90.9% | $4,851+118.4% | $6,710+57.9% |
| Admin fee / account holder | $1,484 | $11,591-87.2% | $8,252-82.0% | $11,403-87.0% |