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 | $25,556 | $227,553-88.8% | $189,557-86.5% | $167,490-84.7% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 16.53% | 78.40%-61.9pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,117 | $5,316-60.2% | $4,412-52.0% | $4,837-56.2% |
| Participant deferral / active EE | $3,862 | $7,002-44.8% | $6,174-37.4% | $6,341-39.1% |
| Admin fee / account holder | $2,114 | $11,878-82.2% | $9,807-78.4% | $12,309-82.8% |