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 | $28,765 | $93,571-69.3% | $135,903-78.8% | $75,163-61.7% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 24.16% | 30.90%-6.7pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $4,734 | $3,537+33.9% | $4,856-2.5% | $2,670+77.3% |
| Participant deferral / active EE | $5,347 | $6,404-16.5% | $7,758-31.1% | $4,125+29.6% |
| Admin fee / account holder | $2,883 | $6,975-58.7% | $10,762-73.2% | $5,651-49.0% |