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 | $56,622 | $176,377-67.9% | $134,143-57.8% | $158,922-64.4% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 9.69% | 63.63%-53.9pp | 36.33%-26.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,784 | $5,040-64.6% | $3,704-51.8% | $4,761-62.5% |
| Participant deferral / active EE | $3,328 | $4,091-18.6% | $3,499-4.9% | $5,982-44.4% |
| Admin fee / account holder | $6,892 | $8,718-20.9% | $6,684+3.1% | $11,246-38.7% |