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 | $23,815 | $81,248-70.7% | $155,509-84.7% | $80,856-70.5% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 23.47% | 33.31%-9.8pp | 64.67%-41.2pp | 35.59%-12.1pp |
| Employer contribution / active EE | $2,783 | $3,100-10.2% | $4,672-40.4% | $2,755+1.0% |
| Participant deferral / active EE | $1,723 | $3,452-50.1% | $5,626-69.4% | $4,296-59.9% |
| Admin fee / account holder | $1,911 | $7,997-76.1% | $15,912-88.0% | $6,918-72.4% |