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 | $23,706 | $68,719-65.5% | $91,541-74.1% | $84,808-72.0% |
| Participation rate | 70.4% | 64.5%+5.9pp | 69.8%+0.6pp | 68.3%+2.1pp |
| Annual return | 23.06% | 19.12%+3.9pp | 20.50%+2.6pp | 40.90%-17.8pp |
| Employer contribution / active EE | $2,723 | $1,920+41.8% | $2,505+8.7% | $2,631+3.5% |
| Participant deferral / active EE | $7,956 | $3,136+153.7% | $4,008+98.5% | $4,212+88.9% |
| Admin fee / account holder | $1,524 | $5,786-73.7% | $6,956-78.1% | $7,344-79.3% |