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 | $43,115 | $124,281-65.3% | $109,143-60.5% | $167,490-74.3% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 13.71% | 26.04%-12.3pp | 25.75%-12.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,016 | $4,207-52.1% | $3,722-45.8% | $4,837-58.3% |
| Participant deferral / active EE | $7,135 | $5,255+35.8% | $4,653+53.3% | $6,341+12.5% |
| Admin fee / account holder | $3,075 | $7,970-61.4% | $6,752-54.5% | $12,309-75.0% |