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 | $25,180 | $106,515-76.4% | $96,683-74.0% | $139,434-81.9% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 19.49% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,030 | $4,103-50.5% | $3,737-45.7% | $4,751-57.3% |
| Participant deferral / active EE | $3,772 | $5,454-30.8% | $4,878-22.7% | $6,710-43.8% |
| Admin fee / account holder | $1,083 | $7,877-86.3% | $6,730-83.9% | $11,403-90.5% |