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 | $32,046 | $127,065-74.8% | $113,168-71.7% | $142,382-77.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 12.64% | 24.03%-11.4pp | 24.27%-11.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,173 | $3,442-36.9% | $2,975-27.0% | $4,299-49.5% |
| Participant deferral / active EE | $5,267 | $5,716-7.9% | $5,107+3.1% | $6,507-19.1% |
| Admin fee / account holder | $2,223 | $15,736-85.9% | $12,068-81.6% | $12,624-82.4% |