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 | $75,421 | $127,777-41.0% | $106,548-29.2% | $167,490-55.0% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 17.93% | 33.87%-15.9pp | 26.80%-8.9pp | 478.56%-460.6pp |
| Employer contribution / active EE | $3,243 | $3,427-5.3% | $2,819+15.1% | $4,837-33.0% |
| Participant deferral / active EE | $7,598 | $5,087+49.4% | $4,398+72.8% | $6,341+19.8% |
| Admin fee / account holder | $1,626 | $11,228-85.5% | $7,407-78.0% | $12,309-86.8% |