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 | $24,429 | $154,228-84.2% | $145,433-83.2% | $137,256-82.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 23.13% | 74.59%-51.5pp | 66.58%-43.4pp | 220.34%-197.2pp |
| Employer contribution / active EE | $3,317 | $4,804-30.9% | $4,554-27.2% | $4,156-20.2% |
| Participant deferral / active EE | $3,489 | $8,216-57.5% | $7,897-55.8% | $6,407-45.5% |
| Admin fee / account holder | $1,552 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |