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 | $28,026 | $78,672-64.4% | $109,143-74.3% | $85,850-67.4% |
| Participation rate | 90.2% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+20.9pp |
| Annual return | 15.19% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $4,907 | $2,735+79.4% | $3,722+31.8% | $2,565+91.3% |
| Participant deferral / active EE | $2,691 | $3,467-22.4% | $4,653-42.2% | $3,952-31.9% |
| Admin fee / account holder | $1,332 | $5,469-75.6% | $6,752-80.3% | $6,260-78.7% |