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 | $17,199 | $107,334-84.0% | $92,893-81.5% | $152,861-88.7% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 24.33% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,076 | $4,221-74.5% | $3,653-70.5% | $4,762-77.4% |
| Participant deferral / active EE | $4,631 | $4,845-4.4% | $4,236+9.3% | $5,850-20.8% |
| Admin fee / account holder | $336 | $7,079-95.3% | $5,794-94.2% | $11,596-97.1% |