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 | $39,385 | $91,190-56.8% | $178,490-77.9% | $79,858-50.7% |
| Participation rate | 84.7% | 69.2%+15.5pp | 81.9%+2.8pp | 69.6%+15.1pp |
| Annual return | 17.98% | 24.19%-6.2pp | 151.07%-133.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,591 | $3,256-51.1% | $5,011-68.3% | $2,471-35.6% |
| Participant deferral / active EE | $2,857 | $3,236-11.7% | $5,202-45.1% | $3,740-23.6% |
| Admin fee / account holder | $3,171 | $6,751-53.0% | $13,984-77.3% | $5,306-40.2% |