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 | $31,111 | $81,248-61.7% | $155,509-80.0% | $80,856-61.5% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 34.22% | 33.31%+0.9pp | 64.67%-30.4pp | 35.59%-1.4pp |
| Employer contribution / active EE | $999 | $3,100-67.8% | $4,672-78.6% | $2,755-63.7% |
| Participant deferral / active EE | $6,559 | $3,452+90.0% | $5,626+16.6% | $4,296+52.7% |
| Admin fee / account holder | $3,060 | $7,997-61.7% | $15,912-80.8% | $6,918-55.8% |