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 | $41,083 | $98,750-58.4% | $149,696-72.6% | $79,858-48.6% |
| Participation rate | 78.5% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.8pp |
| Annual return | 22.64% | 27.43%-4.8pp | 276.60%-254.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $1,528 | $3,216-52.5% | $4,644-67.1% | $2,471-38.1% |
| Participant deferral / active EE | $4,252 | $5,680-25.1% | $6,842-37.9% | $3,740+13.7% |
| Admin fee / account holder | $2,778 | $6,053-54.1% | $9,309-70.2% | $5,306-47.7% |