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 7-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 | $30,794 | $111,754-72.4% | $103,333-70.2% | $145,922-78.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 20.03% | 24.77%-4.7pp | 24.88%-4.9pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,461 | $4,212-17.8% | $3,868-10.5% | $4,660-25.7% |
| Participant deferral / active EE | $8,870 | $5,619+57.9% | $5,057+75.4% | $6,688+32.6% |
| Admin fee / account holder | $2,166 | $9,750-77.8% | $8,355-74.1% | $13,397-83.8% |