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 | $44,969 | $201,272-77.7% | $184,203-75.6% | $145,922-69.2% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.07% | 29.00%-10.9pp | 28.81%-10.7pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,804 | $7,022-74.3% | $6,427-71.9% | $4,660-61.3% |
| Participant deferral / active EE | $3,858 | $9,806-60.7% | $9,131-57.8% | $6,688-42.3% |
| Admin fee / account holder | $18,141 | $16,364+10.9% | $13,901+30.5% | $13,397+35.4% |