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 | $28,579 | $112,729-74.6% | $98,716-71.0% | $137,256-79.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 22.25% | 38.48%-16.2pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,137 | $2,725-58.3% | $2,279-50.1% | $4,156-72.6% |
| Participant deferral / active EE | $7,059 | $4,640+52.1% | $4,048+74.4% | $6,407+10.2% |
| Admin fee / account holder | $1,546 | $10,129-84.7% | $8,703-82.2% | $12,270-87.4% |