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 | $33,167 | $78,672-57.8% | $109,143-69.6% | $85,850-61.4% |
| Participation rate | 82.1% | 68.3%+13.9pp | 75.9%+6.3pp | 69.3%+12.8pp |
| Annual return | 18.15% | 25.09%-6.9pp | 25.75%-7.6pp | 318.53%-300.4pp |
| Employer contribution / active EE | $2,634 | $2,735-3.7% | $3,722-29.2% | $2,565+2.7% |
| Participant deferral / active EE | $4,818 | $3,467+39.0% | $4,653+3.5% | $3,952+21.9% |
| Admin fee / account holder | $431 | $5,469-92.1% | $6,752-93.6% | $6,260-93.1% |