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 | $30,261 | $185,822-83.7% | $169,993-82.2% | $139,434-78.3% |
| Participation rate | 78.9% | 87.8%-8.8pp | 87.0%-8.1pp | 80.3%-1.4pp |
| Annual return | 21.16% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,443 | $7,590-54.6% | $6,785-49.3% | $4,751-27.5% |
| Participant deferral / active EE | $7,418 | $11,622-36.2% | $10,408-28.7% | $6,710+10.5% |
| Admin fee / account holder | $1,624 | $15,381-89.4% | $12,815-87.3% | $11,403-85.8% |