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 | $33,247 | $176,812-81.2% | $146,665-77.3% | $167,490-80.1% |
| Participation rate | 73.9% | 83.6%-9.7pp | 80.1%-6.2pp | 82.1%-8.2pp |
| Annual return | 18.43% | 24.03%-5.6pp | 22.74%-4.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,018 | $5,160-60.9% | $4,136-51.2% | $4,837-58.3% |
| Participant deferral / active EE | $3,399 | $6,440-47.2% | $5,506-38.3% | $6,341-46.4% |
| Admin fee / account holder | $1,836 | $13,259-86.2% | $10,280-82.1% | $12,309-85.1% |