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 | $32,318 | $99,985-67.7% | $146,665-78.0% | $85,850-62.4% |
| Participation rate | 78.8% | 73.1%+5.7pp | 80.1%-1.3pp | 69.3%+9.5pp |
| Annual return | 27.59% | 18.93%+8.7pp | 22.74%+4.8pp | 318.53%-290.9pp |
| Employer contribution / active EE | $2,452 | $2,559-4.2% | $4,136-40.7% | $2,565-4.4% |
| Participant deferral / active EE | $4,817 | $4,006+20.3% | $5,506-12.5% | $3,952+21.9% |
| Admin fee / account holder | $696 | $7,702-91.0% | $10,280-93.2% | $6,260-88.9% |