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 | $30,001 | $127,777-76.5% | $106,548-71.8% | $167,490-82.1% |
| Participation rate | 70.0% | 78.3%-8.3pp | 76.1%-6.1pp | 82.1%-12.1pp |
| Annual return | 16.37% | 33.87%-17.5pp | 26.80%-10.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $2,504 | $3,427-26.9% | $2,819-11.2% | $4,837-48.2% |
| Participant deferral / active EE | $2,593 | $5,087-49.0% | $4,398-41.1% | $6,341-59.1% |
| Admin fee / account holder | $2,178 | $11,228-80.6% | $7,407-70.6% | $12,309-82.3% |