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 | $27,432 | $148,534-81.5% | $135,903-79.8% | $139,434-80.3% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 14.24% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,866 | $5,243-64.4% | $4,856-61.6% | $4,751-60.7% |
| Participant deferral / active EE | $5,249 | $8,100-35.2% | $7,758-32.3% | $6,710-21.8% |
| Admin fee / account holder | $682 | $12,400-94.5% | $10,762-93.7% | $11,403-94.0% |