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 | $15,941 | $169,032-90.6% | $129,207-87.7% | $145,922-89.1% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.6%+3.1pp | 80.3%-7.5pp |
| Annual return | 14.62% | 14330.11%-14315.5pp | 9417.33%-9402.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,652 | $5,537-70.2% | $4,153-60.2% | $4,660-64.5% |
| Participant deferral / active EE | $2,759 | $4,987-44.7% | $4,168-33.8% | $6,688-58.7% |
| Admin fee / account holder | $770 | $9,954-92.3% | $7,715-90.0% | $13,397-94.3% |