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 | $41,695 | $57,541-27.5% | $95,745-56.5% | $75,163-44.5% |
| Participation rate | 93.9% | 62.5%+31.4pp | 72.3%+21.7pp | 67.2%+26.7pp |
| Annual return | 19.45% | 34.93%-15.5pp | 28.35%-8.9pp | 160.62%-141.2pp |
| Employer contribution / active EE | $3,315 | $1,808+83.4% | $2,835+17.0% | $2,670+24.2% |
| Participant deferral / active EE | $5,996 | $3,074+95.1% | $4,245+41.3% | $4,125+45.4% |
| Admin fee / account holder | $675 | $4,099-83.5% | $5,678-88.1% | $5,651-88.1% |