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 | $37,144 | $162,781-77.2% | $133,956-72.3% | $158,922-76.6% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 16.74% | 41.94%-25.2pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,580 | $4,975-48.1% | $3,919-34.2% | $4,761-45.8% |
| Participant deferral / active EE | $2,898 | $5,911-51.0% | $5,048-42.6% | $5,982-51.6% |
| Admin fee / account holder | $5,555 | $11,736-52.7% | $8,927-37.8% | $11,246-50.6% |