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 | $37,638 | $127,065-70.4% | $113,168-66.7% | $142,382-73.6% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 16.65% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,597 | $3,442-53.6% | $2,975-46.3% | $4,299-62.9% |
| Participant deferral / active EE | $3,235 | $5,716-43.4% | $5,107-36.6% | $6,507-50.3% |
| Admin fee / account holder | $3,919 | $15,736-75.1% | $12,068-67.5% | $12,624-69.0% |