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 8-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 | $17,299 | $148,534-88.4% | $135,903-87.3% | $139,434-87.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.59% | 79.19%-56.6pp | 68.23%-45.6pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,182 | $5,243-58.4% | $4,856-55.1% | $4,751-54.1% |
| Participant deferral / active EE | $5,203 | $8,100-35.8% | $7,758-32.9% | $6,710-22.5% |
| Admin fee / account holder | $4,134 | $12,400-66.7% | $10,762-61.6% | $11,403-63.7% |