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 | $23,895 | $106,584-77.6% | $101,326-76.4% | $142,382-83.2% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 17.33% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,278 | $3,956-17.1% | $3,665-10.6% | $4,299-23.7% |
| Participant deferral / active EE | $4,729 | $8,297-43.0% | $7,994-40.8% | $6,507-27.3% |
| Admin fee / account holder | $882 | $11,446-92.3% | $11,185-92.1% | $12,624-93.0% |