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 | $38,994 | $111,535-65.0% | $105,223-62.9% | $137,256-71.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 13.69% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,019 | $3,939-23.4% | $3,689-18.2% | $4,156-27.4% |
| Participant deferral / active EE | $5,096 | $5,500-7.4% | $5,072+0.5% | $6,407-20.5% |
| Admin fee / account holder | $1,166 | $9,721-88.0% | $8,859-86.8% | $12,270-90.5% |