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 | $39,844 | $95,266-58.2% | $82,389-51.6% | $142,382-72.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 16.32% | 25.74%-9.4pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,013 | $2,991-32.7% | $2,517-20.0% | $4,299-53.2% |
| Participant deferral / active EE | $4,178 | $4,809-13.1% | $4,155+0.6% | $6,507-35.8% |
| Admin fee / account holder | $3,452 | $8,563-59.7% | $7,231-52.3% | $12,624-72.7% |