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 6-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 | $29,024 | $117,859-75.4% | $102,438-71.7% | $145,959-80.1% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 14.08% | 31.72%-17.6pp | 29.37%-15.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $4,189 | $3,615+15.9% | $3,024+38.5% | $4,661-10.1% |
| Participant deferral / active EE | $3,390 | $5,732-40.9% | $5,054-32.9% | $6,689-49.3% |
| Admin fee / account holder | $542 | $13,318-95.9% | $9,448-94.3% | $13,398-96.0% |