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 | $48,943 | $117,983-58.5% | $101,794-51.9% | $142,382-65.6% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 20.27% | 36.92%-16.6pp | 30.53%-10.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,727 | $2,773-37.7% | $2,289-24.6% | $4,299-59.8% |
| Participant deferral / active EE | $4,835 | $4,714+2.6% | $4,084+18.4% | $6,507-25.7% |
| Admin fee / account holder | $396 | $10,433-96.2% | $8,777-95.5% | $12,624-96.9% |