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 | $24,300 | $99,652-75.6% | $78,778-69.2% | $147,584-83.5% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 48.01% | 47.28%+0.7pp | 35.62%+12.4pp | 578.55%-530.5pp |
| Employer contribution / active EE | $1,354 | $2,796-51.6% | $1,986-31.8% | $4,876-72.2% |
| Participant deferral / active EE | $1,913 | $3,664-47.8% | $2,958-35.3% | $5,439-64.8% |
| Admin fee / account holder | $3,107 | $7,155-56.6% | $5,134-39.5% | $10,885-71.5% |