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 | $45,023 | $106,515-57.7% | $96,683-53.4% | $139,434-67.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 36.67% | 38.43%-1.8pp | 35.69%+1.0pp | 372.94%-336.3pp |
| Employer contribution / active EE | $2,651 | $4,103-35.4% | $3,737-29.1% | $4,751-44.2% |
| Participant deferral / active EE | $6,158 | $5,454+12.9% | $4,878+26.2% | $6,710-8.2% |
| Admin fee / account holder | $1,625 | $7,877-79.4% | $6,730-75.9% | $11,403-85.7% |