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 | $31,995 | $165,335-80.6% | $149,696-78.6% | $158,922-79.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 22.51% | 348.15%-325.6pp | 276.60%-254.1pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,089 | $5,103-59.1% | $4,644-55.0% | $4,761-56.1% |
| Participant deferral / active EE | $4,329 | $7,181-39.7% | $6,842-36.7% | $5,982-27.6% |
| Admin fee / account holder | $590 | $10,807-94.5% | $9,309-93.7% | $11,246-94.8% |