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 5-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 | $8,964 | $111,535-92.0% | $105,223-91.5% | $137,256-93.5% |
| Participation rate | 78.6% | 78.1%+0.5pp | 75.0%+3.5pp | 80.0%-1.4pp |
| Annual return | 19.48% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,373 | $3,939-65.1% | $3,689-62.8% | $4,156-67.0% |
| Participant deferral / active EE | $1,664 | $5,500-69.7% | $5,072-67.2% | $6,407-74.0% |
| Admin fee / account holder | $730 | $9,721-92.5% | $8,859-91.8% | $12,270-94.1% |