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 | $32,870 | $106,515-69.1% | $96,683-66.0% | $139,434-76.4% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 17.35% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,259 | $4,103-44.9% | $3,737-39.6% | $4,751-52.5% |
| Participant deferral / active EE | $3,562 | $5,454-34.7% | $4,878-27.0% | $6,710-46.9% |
| Admin fee / account holder | $564 | $7,877-92.8% | $6,730-91.6% | $11,403-95.1% |