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 | $50,701 | $197,825-74.4% | $155,790-67.5% | $125,391-59.6% |
| Participation rate | 78.9% | 82.1%-3.1pp | 76.1%+2.8pp | 83.2%-4.2pp |
| Annual return | 1.61% | 86.74%-85.1pp | 71.54%-69.9pp | 282.22%-280.6pp |
| Employer contribution / active EE | $884 | $4,847-81.8% | $3,836-77.0% | $4,866-81.8% |
| Participant deferral / active EE | $2,061 | $5,630-63.4% | $4,797-57.0% | $5,352-61.5% |
| Admin fee / account holder | $1,592 | $9,545-83.3% | $7,478-78.7% | $9,540-83.3% |