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 | $30,720 | $228,332-86.5% | $185,823-83.5% | $158,922-80.7% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 16.12% | 40.80%-24.7pp | 35.95%-19.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,721 | $4,967-65.4% | $4,087-57.9% | $4,761-63.9% |
| Participant deferral / active EE | $5,321 | $6,415-17.1% | $5,632-5.5% | $5,982-11.1% |
| Admin fee / account holder | $2,978 | $11,864-74.9% | $9,500-68.7% | $11,246-73.5% |