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 | $35,483 | $148,534-76.1% | $135,903-73.9% | $139,434-74.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.14% | 79.19%-64.0pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,392 | $5,243-54.4% | $4,856-50.8% | $4,751-49.7% |
| Participant deferral / active EE | $7,212 | $8,100-11.0% | $7,758-7.0% | $6,710+7.5% |
| Admin fee / account holder | $465 | $12,400-96.2% | $10,762-95.7% | $11,403-95.9% |