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 6-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 | $55,311 | $111,754-50.5% | $103,333-46.5% | $145,922-62.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 12.91% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,110 | $4,212-49.9% | $3,868-45.4% | $4,660-54.7% |
| Participant deferral / active EE | $7,643 | $5,619+36.0% | $5,057+51.1% | $6,688+14.3% |
| Admin fee / account holder | $796 | $9,750-91.8% | $8,355-90.5% | $13,397-94.1% |