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 | $44,552 | $97,125-54.1% | $86,233-48.3% | $137,256-67.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 11.00% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,081 | $2,841-26.8% | $2,504-16.9% | $4,156-49.9% |
| Participant deferral / active EE | $7,770 | $5,180+50.0% | $4,559+70.4% | $6,407+21.3% |
| Admin fee / account holder | $1,749 | $9,725-82.0% | $8,342-79.0% | $12,270-85.7% |