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 8-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 | $34,421 | $89,753-61.6% | $107,525-68.0% | $84,808-59.4% |
| Participation rate | 73.1% | 68.1%+5.0pp | 75.1%-2.0pp | 68.3%+4.8pp |
| Annual return | 19.17% | 29.48%-10.3pp | 181.32%-162.1pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,842 | $3,113-40.8% | $3,754-50.9% | $2,631-30.0% |
| Participant deferral / active EE | $2,890 | $4,056-28.8% | $5,116-43.5% | $4,212-31.4% |
| Admin fee / account holder | $907 | $7,222-87.4% | $8,919-89.8% | $7,344-87.6% |