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 | $24,259 | $93,571-74.1% | $135,903-82.2% | $75,163-67.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 22.25% | 30.90%-8.6pp | 68.23%-46.0pp | 160.62%-138.4pp |
| Employer contribution / active EE | $5,251 | $3,537+48.5% | $4,856+8.1% | $2,670+96.7% |
| Participant deferral / active EE | $8,531 | $6,404+33.2% | $7,758+10.0% | $4,125+106.8% |
| Admin fee / account holder | $1,524 | $6,975-78.1% | $10,762-85.8% | $5,651-73.0% |