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 | $52,770 | $117,983-55.3% | $101,794-48.2% | $142,382-62.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 15.95% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,502 | $2,773+62.4% | $2,289+96.7% | $4,299+4.7% |
| Participant deferral / active EE | $8,838 | $4,714+87.5% | $4,084+116.4% | $6,507+35.8% |
| Admin fee / account holder | $338 | $10,433-96.8% | $8,777-96.2% | $12,624-97.3% |