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 7-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 | $64,220 | $111,754-42.5% | $103,333-37.9% | $145,922-56.0% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 19.80% | 24.77%-5.0pp | 24.88%-5.1pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,915 | $4,212-54.5% | $3,868-50.5% | $4,660-58.9% |
| Participant deferral / active EE | $8,881 | $5,619+58.1% | $5,057+75.6% | $6,688+32.8% |
| Admin fee / account holder | $8,139 | $9,750-16.5% | $8,355-2.6% | $13,397-39.2% |