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 7-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 | $20,785 | $115,882-82.1% | $100,516-79.3% | $158,922-86.9% |
| Participation rate | 70.0% | 81.6%-11.6pp | 79.4%-9.4pp | 82.0%-12.0pp |
| Annual return | 20.19% | 34.79%-14.6pp | 30.89%-10.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,671 | $4,103-59.3% | $3,418-51.1% | $4,761-64.9% |
| Participant deferral / active EE | $5,106 | $6,674-23.5% | $6,270-18.6% | $5,982-14.6% |
| Admin fee / account holder | $1,321 | $10,995-88.0% | $8,081-83.7% | $11,246-88.3% |