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 | $21,903 | $154,228-85.8% | $145,433-84.9% | $137,256-84.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.24% | 74.59%-60.4pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,487 | $4,804-69.1% | $4,554-67.4% | $4,156-64.2% |
| Participant deferral / active EE | $3,729 | $8,216-54.6% | $7,897-52.8% | $6,407-41.8% |
| Admin fee / account holder | $4,976 | $14,344-65.3% | $13,129-62.1% | $12,270-59.4% |