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 | $37,691 | $117,983-68.1% | $101,794-63.0% | $142,382-73.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.2%+25.8pp | 80.1%+14.9pp |
| Annual return | 14.43% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,920 | $2,773-30.8% | $2,289-16.1% | $4,299-55.4% |
| Participant deferral / active EE | $6,476 | $4,714+37.4% | $4,084+58.6% | $6,507-0.5% |
| Admin fee / account holder | $4,702 | $10,433-54.9% | $8,777-46.4% | $12,624-62.8% |