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 6-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 | $26,351 | $148,534-82.3% | $135,903-80.6% | $139,434-81.1% |
| Participation rate | 72.2% | 83.9%-11.6pp | 81.9%-9.7pp | 80.3%-8.1pp |
| Annual return | 12.48% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,499 | $5,243-33.3% | $4,856-27.9% | $4,751-26.3% |
| Participant deferral / active EE | $5,424 | $8,100-33.0% | $7,758-30.1% | $6,710-19.2% |
| Admin fee / account holder | $2,671 | $12,400-78.5% | $10,762-75.2% | $11,403-76.6% |