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 | $103,585 | $159,602-35.1% | $150,045-31.0% | $142,382-27.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 14.09% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,835 | $4,961-63.0% | $4,693-60.9% | $4,299-57.3% |
| Participant deferral / active EE | $5,356 | $8,310-35.6% | $7,997-33.0% | $6,507-17.7% |
| Admin fee / account holder | $2,566 | $14,846-82.7% | $13,435-80.9% | $12,624-79.7% |