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 | $20,912 | $91,190-77.1% | $178,490-88.3% | $79,858-73.8% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 24.57% | 24.19%+0.4pp | 151.07%-126.5pp | 31.71%-7.1pp |
| Employer contribution / active EE | $1,782 | $3,256-45.3% | $5,011-64.4% | $2,471-27.9% |
| Participant deferral / active EE | $4,714 | $3,236+45.7% | $5,202-9.4% | $3,740+26.0% |
| Admin fee / account holder | $1,297 | $6,751-80.8% | $13,984-90.7% | $5,306-75.6% |