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 | $71,711 | $106,515-32.7% | $96,683-25.8% | $139,434-48.6% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 20.61% | 38.43%-17.8pp | 35.69%-15.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,656 | $4,103-35.3% | $3,737-28.9% | $4,751-44.1% |
| Participant deferral / active EE | $9,292 | $5,454+70.4% | $4,878+90.5% | $6,710+38.5% |
| Admin fee / account holder | $2,081 | $7,877-73.6% | $6,730-69.1% | $11,403-81.7% |