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 | $39,127 | $117,983-66.8% | $101,794-61.6% | $142,382-72.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.72% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,380 | $2,773-50.2% | $2,289-39.7% | $4,299-67.9% |
| Participant deferral / active EE | $3,440 | $4,714-27.0% | $4,084-15.8% | $6,507-47.1% |
| Admin fee / account holder | $358 | $10,433-96.6% | $8,777-95.9% | $12,624-97.2% |