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 | $33,351 | $127,777-73.9% | $106,548-68.7% | $167,490-80.1% |
| Participation rate | 73.7% | 78.3%-4.6pp | 76.1%-2.4pp | 82.1%-8.4pp |
| Annual return | 16.45% | 33.87%-17.4pp | 26.80%-10.4pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,167 | $3,427-65.9% | $2,819-58.6% | $4,837-75.9% |
| Participant deferral / active EE | $3,305 | $5,087-35.0% | $4,398-24.8% | $6,341-47.9% |
| Admin fee / account holder | $1,414 | $11,228-87.4% | $7,407-80.9% | $12,309-88.5% |