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 | $37,555 | $168,632-77.7% | $147,614-74.6% | $125,391-70.0% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 1.48% | 77.65%-76.2pp | 61.98%-60.5pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,307 | $6,252-63.1% | $5,564-58.5% | $4,866-52.6% |
| Participant deferral / active EE | $4,618 | $5,507-16.1% | $4,895-5.7% | $5,352-13.7% |
| Admin fee / account holder | $2,061 | $13,580-84.8% | $11,611-82.3% | $9,540-78.4% |