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 | $39,087 | $179,726-78.3% | $156,263-75.0% | $142,382-72.5% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 21.84% | 77.86%-56.0pp | 59.47%-37.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,426 | $5,069-52.1% | $4,333-44.0% | $4,299-43.6% |
| Participant deferral / active EE | $4,764 | $6,956-31.5% | $6,158-22.6% | $6,507-26.8% |
| Admin fee / account holder | $5,590 | $17,272-67.6% | $14,255-60.8% | $12,624-55.7% |