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 | $27,316 | $49,922-45.3% | $80,569-66.1% | $75,163-63.7% |
| Participation rate | 77.4% | 55.3%+22.1pp | 67.0%+10.4pp | 67.2%+10.2pp |
| Annual return | 16.70% | 34.69%-18.0pp | 935.43%-918.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,241 | $1,698+31.9% | $2,723-17.7% | $2,670-16.1% |
| Participant deferral / active EE | $3,720 | $2,990+24.4% | $4,447-16.4% | $4,125-9.8% |
| Admin fee / account holder | $375 | $3,577-89.5% | $5,377-93.0% | $5,651-93.4% |