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 | $39,581 | $111,754-64.6% | $103,333-61.7% | $145,922-72.9% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 9.48% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,554 | $4,212-39.4% | $3,868-34.0% | $4,660-45.2% |
| Participant deferral / active EE | $6,115 | $5,619+8.8% | $5,057+20.9% | $6,688-8.6% |
| Admin fee / account holder | $1,607 | $9,750-83.5% | $8,355-80.8% | $13,397-88.0% |