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 | $25,884 | $89,355-71.0% | $141,162-81.7% | $72,985-64.5% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 26.11% | 111.85%-85.7pp | 71.39%-45.3pp | 81.00%-54.9pp |
| Employer contribution / active EE | $2,542 | $3,114-18.4% | $4,735-46.3% | $2,440+4.2% |
| Participant deferral / active EE | $3,789 | $5,418-30.1% | $6,709-43.5% | $3,607+5.0% |
| Admin fee / account holder | $956 | $5,958-84.0% | $10,261-90.7% | $5,124-81.3% |