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 | $20,340 | $124,281-83.6% | $109,143-81.4% | $167,490-87.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.78% | 26.04%-10.3pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,343 | $4,207-68.1% | $3,722-63.9% | $4,837-72.2% |
| Participant deferral / active EE | $2,244 | $5,255-57.3% | $4,653-51.8% | $6,341-64.6% |
| Admin fee / account holder | $5,469 | $7,970-31.4% | $6,752-19.0% | $12,309-55.6% |