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 | $63,565 | $117,841-46.1% | $102,423-37.9% | $145,922-56.4% |
| Participation rate | 89.5% | 78.6%+10.9pp | 76.5%+13.0pp | 80.3%+9.2pp |
| Annual return | 15.79% | 31.65%-15.9pp | 29.32%-13.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,619 | $3,615-27.5% | $3,023-13.4% | $4,660-43.8% |
| Participant deferral / active EE | $4,009 | $5,731-30.0% | $5,053-20.7% | $6,688-40.1% |
| Admin fee / account holder | $1,501 | $13,326-88.7% | $9,451-84.1% | $13,397-88.8% |