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 | $58,718 | $80,968-27.5% | $96,544-39.2% | $75,163-21.9% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 19.34% | 27.06%-7.7pp | 25.84%-6.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,895 | $2,282+26.9% | $2,965-2.4% | $2,670+8.4% |
| Participant deferral / active EE | $6,744 | $3,928+71.7% | $4,851+39.0% | $4,125+63.5% |
| Admin fee / account holder | $6,027 | $6,724-10.4% | $8,252-27.0% | $5,651+6.7% |