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 | $38,971 | $111,754-65.1% | $103,333-62.3% | $145,922-73.3% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 13.04% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,231 | $4,212-47.0% | $3,868-42.3% | $4,660-52.1% |
| Participant deferral / active EE | $2,922 | $5,619-48.0% | $5,057-42.2% | $6,688-56.3% |
| Admin fee / account holder | $920 | $9,750-90.6% | $8,355-89.0% | $13,397-93.1% |