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 | $20,575 | $91,190-77.4% | $178,490-88.5% | $79,858-74.2% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 23.34% | 24.19%-0.8pp | 151.07%-127.7pp | 31.71%-8.4pp |
| Employer contribution / active EE | $2,176 | $3,256-33.2% | $5,011-56.6% | $2,471-11.9% |
| Participant deferral / active EE | $5,131 | $3,236+58.5% | $5,202-1.4% | $3,740+37.2% |
| Admin fee / account holder | $775 | $6,751-88.5% | $13,984-94.5% | $5,306-85.4% |