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 | $35,227 | $89,753-60.8% | $107,525-67.2% | $84,808-58.5% |
| Participation rate | 76.3% | 68.1%+8.3pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 18.54% | 29.48%-10.9pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,086 | $3,113-33.0% | $3,754-44.4% | $2,631-20.7% |
| Participant deferral / active EE | $4,167 | $4,056+2.7% | $5,116-18.5% | $4,212-1.1% |
| Admin fee / account holder | $6,177 | $7,222-14.5% | $8,919-30.7% | $7,344-15.9% |