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 | $36,247 | $76,367-52.5% | $93,606-61.3% | $72,985-50.3% |
| Participation rate | 79.5% | 71.7%+7.8pp | 75.8%+3.7pp | 69.5%+10.1pp |
| Annual return | 67.76% | 25.82%+41.9pp | 32.76%+35.0pp | 81.00%-13.2pp |
| Employer contribution / active EE | $1,856 | $2,275-18.4% | $2,718-31.7% | $2,440-23.9% |
| Participant deferral / active EE | $3,764 | $3,538+6.4% | $4,069-7.5% | $3,607+4.3% |
| Admin fee / account holder | $1,101 | $6,838-83.9% | $7,888-86.0% | $5,124-78.5% |