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 | $78,815 | $111,754-29.5% | $103,333-23.7% | $145,922-46.0% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 18.83% | 24.77%-5.9pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,022 | $4,212-28.3% | $3,868-21.9% | $4,660-35.2% |
| Participant deferral / active EE | $7,023 | $5,619+25.0% | $5,057+38.9% | $6,688+5.0% |
| Admin fee / account holder | $1,571 | $9,750-83.9% | $8,355-81.2% | $13,397-88.3% |