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 | $20,769 | $76,407-72.8% | $150,298-86.2% | $82,448-74.8% |
| Participation rate | 70.0% | 66.4%+3.6pp | 77.8%-7.8pp | 68.1%+1.9pp |
| Annual return | 20.21% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,161 | $2,614-55.6% | $4,154-72.1% | $2,551-54.5% |
| Participant deferral / active EE | $2,168 | $3,214-32.6% | $5,453-60.2% | $4,139-47.6% |
| Admin fee / account holder | $2,575 | $6,352-59.5% | $14,116-81.8% | $7,234-64.4% |