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 7-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 | $23,784 | $202,432-88.3% | $169,368-86.0% | $139,434-82.9% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 20.99% | 531.74%-510.7pp | 405.60%-384.6pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,379 | $4,692-70.6% | $4,013-65.6% | $4,751-71.0% |
| Participant deferral / active EE | $3,790 | $6,938-45.4% | $6,221-39.1% | $6,710-43.5% |
| Admin fee / account holder | $858 | $10,708-92.0% | $9,003-90.5% | $11,403-92.5% |