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 | $27,753 | $117,841-76.4% | $102,423-72.9% | $145,922-81.0% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 14.20% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,771 | $3,615-51.0% | $3,023-41.4% | $4,660-62.0% |
| Participant deferral / active EE | $4,842 | $5,731-15.5% | $5,053-4.2% | $6,688-27.6% |
| Admin fee / account holder | $1,080 | $13,326-91.9% | $9,451-88.6% | $13,397-91.9% |