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 | $23,558 | $106,515-77.9% | $96,683-75.6% | $139,434-83.1% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 16.68% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,568 | $4,103-37.4% | $3,737-31.3% | $4,751-45.9% |
| Participant deferral / active EE | $5,615 | $5,454+3.0% | $4,878+15.1% | $6,710-16.3% |
| Admin fee / account holder | $846 | $7,877-89.3% | $6,730-87.4% | $11,403-92.6% |