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 | $18,604 | $77,899-76.1% | $149,673-87.6% | $75,163-75.2% |
| Participation rate | 74.5% | 65.6%+8.9pp | 78.8%-4.3pp | 67.2%+7.3pp |
| Annual return | 52.78% | 31.72%+21.1pp | 134.42%-81.6pp | 160.62%-107.8pp |
| Employer contribution / active EE | $3,719 | $3,137+18.5% | $4,818-22.8% | $2,670+39.3% |
| Participant deferral / active EE | $4,861 | $3,411+42.5% | $5,680-14.4% | $4,125+17.8% |
| Admin fee / account holder | $4,253 | $5,956-28.6% | $13,210-67.8% | $5,651-24.7% |