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 | $28,834 | $89,753-67.9% | $107,525-73.2% | $84,808-66.0% |
| Participation rate | 77.5% | 68.1%+9.4pp | 75.1%+2.4pp | 68.3%+9.2pp |
| Annual return | 16.07% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,503 | $3,113-19.6% | $3,754-33.3% | $2,631-4.8% |
| Participant deferral / active EE | $3,492 | $4,056-13.9% | $5,116-31.7% | $4,212-17.1% |
| Admin fee / account holder | $3,204 | $7,222-55.6% | $8,919-64.1% | $7,344-56.4% |