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 | $58,670 | $178,174-67.1% | $156,181-62.4% | $137,256-57.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 17.95% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,340 | $4,972-73.1% | $4,294-68.8% | $4,156-67.8% |
| Participant deferral / active EE | $4,561 | $6,888-33.8% | $6,132-25.6% | $6,407-28.8% |
| Admin fee / account holder | $9,394 | $17,404-46.0% | $14,586-35.6% | $12,270-23.4% |