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 | $66,404 | $117,841-43.6% | $102,423-35.2% | $145,922-54.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 16.63% | 31.65%-15.0pp | 29.32%-12.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,783 | $3,615-50.7% | $3,023-41.0% | $4,660-61.7% |
| Participant deferral / active EE | $5,137 | $5,731-10.4% | $5,053+1.7% | $6,688-23.2% |
| Admin fee / account holder | $10,027 | $13,326-24.8% | $9,451+6.1% | $13,397-25.2% |