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 3-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 | $23,964 | $114,381-79.0% | $107,525-77.7% | $142,382-83.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 23.77% | 242.71%-218.9pp | 181.32%-157.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,226 | $4,015-44.6% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $5,822 | $5,564+4.6% | $5,116+13.8% | $6,507-10.5% |
| Admin fee / account holder | $435 | $9,860-95.6% | $8,919-95.1% | $12,624-96.6% |