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 6-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 | $25,907 | $95,266-72.8% | $82,389-68.6% | $142,382-81.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 17.62% | 25.74%-8.1pp | 28.67%-11.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $953 | $2,991-68.1% | $2,517-62.1% | $4,299-77.8% |
| Participant deferral / active EE | $2,419 | $4,809-49.7% | $4,155-41.8% | $6,507-62.8% |
| Admin fee / account holder | $952 | $8,563-88.9% | $7,231-86.8% | $12,624-92.5% |