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 | $39,089 | $109,881-64.4% | $150,045-73.9% | $84,808-53.9% |
| Participation rate | 74.0% | 76.1%-2.1pp | 82.3%-8.4pp | 68.3%+5.7pp |
| Annual return | 15.38% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,500 | $3,561-29.8% | $4,693-46.7% | $2,631-5.0% |
| Participant deferral / active EE | $6,464 | $6,636-2.6% | $7,997-19.2% | $4,212+53.5% |
| Admin fee / account holder | $6,875 | $8,568-19.8% | $13,435-48.8% | $7,344-6.4% |