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 | $22,375 | $110,261-79.7% | $95,745-76.6% | $139,434-84.0% |
| Participation rate | 73.3% | 75.8%-2.4pp | 72.3%+1.1pp | 80.3%-7.0pp |
| Annual return | 18.67% | 27.11%-8.4pp | 28.35%-9.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $4,856 | $3,257+49.1% | $2,835+71.3% | $4,751+2.2% |
| Participant deferral / active EE | $9,591 | $4,676+105.1% | $4,245+126.0% | $6,710+42.9% |
| Admin fee / account holder | $11,770 | $6,613+78.0% | $5,678+107.3% | $11,403+3.2% |