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 | $44,877 | $140,940-68.2% | $112,229-60.0% | $139,434-67.8% |
| Participation rate | 95.2% | 79.2%+16.1pp | 72.4%+22.8pp | 80.3%+14.9pp |
| Annual return | 18.60% | 32.71%-14.1pp | 30.20%-11.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,126 | $4,283-50.4% | $3,430-38.0% | $4,751-55.3% |
| Participant deferral / active EE | $5,273 | $5,874-10.2% | $4,798+9.9% | $6,710-21.4% |
| Admin fee / account holder | $2,620 | $9,954-73.7% | $7,748-66.2% | $11,403-77.0% |