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 | $57,975 | $80,968-28.4% | $96,544-39.9% | $75,163-22.9% |
| Participation rate | 90.9% | 71.8%+19.1pp | 76.0%+14.9pp | 67.2%+23.7pp |
| Annual return | 18.87% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,756 | $2,282-23.0% | $2,965-40.8% | $2,670-34.2% |
| Participant deferral / active EE | $4,568 | $3,928+16.3% | $4,851-5.8% | $4,125+10.7% |
| Admin fee / account holder | $3,231 | $6,724-51.9% | $8,252-60.8% | $5,651-42.8% |