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 6-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 | $77,222 | $110,257-30.0% | $96,544-20.0% | $139,434-44.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 16.27% | 26.32%-10.0pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,782 | $3,620-50.8% | $2,965-39.9% | $4,751-62.5% |
| Participant deferral / active EE | $3,178 | $5,548-42.7% | $4,851-34.5% | $6,710-52.6% |
| Admin fee / account holder | $9,811 | $11,591-15.4% | $8,252+18.9% | $11,403-14.0% |