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 | $33,918 | $98,652-65.6% | $142,942-76.3% | $82,448-58.9% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.8%-2.6pp | 68.1%+6.1pp |
| Annual return | 20.20% | 22.65%-2.5pp | 113.70%-93.5pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,002 | $3,211-37.6% | $4,139-51.6% | $2,551-21.5% |
| Participant deferral / active EE | $3,753 | $5,580-32.7% | $7,128-47.3% | $4,139-9.3% |
| Admin fee / account holder | $2,232 | $8,078-72.4% | $12,475-82.1% | $7,234-69.1% |