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 | $45,580 | $159,602-71.4% | $150,045-69.6% | $142,382-68.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.76% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,575 | $4,961-48.1% | $4,693-45.1% | $4,299-40.1% |
| Participant deferral / active EE | $4,595 | $8,310-44.7% | $7,997-42.5% | $6,507-29.4% |
| Admin fee / account holder | $4,768 | $14,846-67.9% | $13,435-64.5% | $12,624-62.2% |