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 9-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 | $47,748 | $154,117-69.0% | $129,995-63.3% | $139,434-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.51% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $3,740 | $5,289-29.3% | $4,320-13.4% | $4,751-21.3% |
| Participant deferral / active EE | $5,323 | $6,710-20.7% | $5,820-8.5% | $6,710-20.7% |
| Admin fee / account holder | $2,858 | $14,007-79.6% | $10,614-73.1% | $11,403-74.9% |