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 | $22,954 | $117,841-80.5% | $102,423-77.6% | $145,922-84.3% |
| Participation rate | 82.6% | 78.6%+4.0pp | 76.5%+6.1pp | 80.3%+2.3pp |
| Annual return | 27.18% | 31.65%-4.5pp | 29.32%-2.1pp | 561.29%-534.1pp |
| Employer contribution / active EE | $2,312 | $3,615-36.0% | $3,023-23.5% | $4,660-50.4% |
| Participant deferral / active EE | $2,855 | $5,731-50.2% | $5,053-43.5% | $6,688-57.3% |
| Admin fee / account holder | $2,124 | $13,326-84.1% | $9,451-77.5% | $13,397-84.1% |