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 | $22,095 | $124,281-82.2% | $109,143-79.8% | $167,490-86.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 23.61% | 26.04%-2.4pp | 25.75%-2.1pp | 478.56%-455.0pp |
| Employer contribution / active EE | $1,841 | $4,207-56.2% | $3,722-50.5% | $4,837-61.9% |
| Participant deferral / active EE | $2,428 | $5,255-53.8% | $4,653-47.8% | $6,341-61.7% |
| Admin fee / account holder | $325 | $7,970-95.9% | $6,752-95.2% | $12,309-97.4% |