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 | $34,351 | $106,515-67.8% | $96,683-64.5% | $139,434-75.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.00% | 38.43%-22.4pp | 35.69%-19.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,002 | $4,103-51.2% | $3,737-46.4% | $4,751-57.8% |
| Participant deferral / active EE | $3,577 | $5,454-34.4% | $4,878-26.7% | $6,710-46.7% |
| Admin fee / account holder | $421 | $7,877-94.7% | $6,730-93.7% | $11,403-96.3% |