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 | $24,701 | $106,515-76.8% | $96,683-74.5% | $139,434-82.3% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 18.38% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,962 | $4,103-52.2% | $3,737-47.5% | $4,751-58.7% |
| Participant deferral / active EE | $3,360 | $5,454-38.4% | $4,878-31.1% | $6,710-49.9% |
| Admin fee / account holder | $3,456 | $7,877-56.1% | $6,730-48.6% | $11,403-69.7% |