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 | $13,646 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 17.13% | 69.37%-52.2pp | 62.79%-45.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,070 | $4,636-76.9% | $4,154-74.2% | $4,156-74.3% |
| Participant deferral / active EE | $1,657 | $6,166-73.1% | $5,453-69.6% | $6,407-74.1% |
| Admin fee / account holder | $1,030 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |