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 | $44,678 | $177,572-74.8% | $154,803-71.1% | $142,382-68.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 22.40% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,608 | $4,810-25.0% | $4,305-16.2% | $4,299-16.1% |
| Participant deferral / active EE | $6,935 | $6,272+10.6% | $5,540+25.2% | $6,507+6.6% |
| Admin fee / account holder | $2,939 | $16,786-82.5% | $14,329-79.5% | $12,624-76.7% |