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 | $33,640 | $124,319-72.9% | $111,297-69.8% | $167,490-79.9% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 16.46% | 37.44%-21.0pp | 54.65%-38.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,278 | $3,435-33.7% | $2,731-16.6% | $4,837-52.9% |
| Participant deferral / active EE | $5,734 | $5,180+10.7% | $4,487+27.8% | $6,341-9.6% |
| Admin fee / account holder | $4,219 | $10,618-60.3% | $7,964-47.0% | $12,309-65.7% |