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 | $117,983-75.8% | $101,794-71.9% | $142,382-79.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 22.25% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,137 | $2,773-59.0% | $2,289-50.3% | $4,299-73.6% |
| Participant deferral / active EE | $7,059 | $4,714+49.8% | $4,084+72.8% | $6,507+8.5% |
| Admin fee / account holder | $1,546 | $10,433-85.2% | $8,777-82.4% | $12,624-87.8% |