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 | $45,463 | $127,065-64.2% | $113,168-59.8% | $142,382-68.1% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 10.31% | 24.03%-13.7pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,755 | $3,442-20.0% | $2,975-7.4% | $4,299-35.9% |
| Participant deferral / active EE | $9,156 | $5,716+60.2% | $5,107+79.3% | $6,507+40.7% |
| Admin fee / account holder | $632 | $15,736-96.0% | $12,068-94.8% | $12,624-95.0% |