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 | $29,946 | $83,477-64.1% | $125,175-76.1% | $72,985-59.0% |
| Participation rate | 97.4% | 73.3%+24.1pp | 79.8%+17.6pp | 69.5%+27.9pp |
| Annual return | 38.54% | 25.78%+12.8pp | 43.79%-5.3pp | 81.00%-42.5pp |
| Employer contribution / active EE | $4,222 | $2,345+80.0% | $3,865+9.2% | $2,440+73.0% |
| Participant deferral / active EE | $11,383 | $3,585+217.5% | $4,937+130.6% | $3,607+215.5% |
| Admin fee / account holder | $6,744 | $5,517+22.2% | $9,702-30.5% | $5,124+31.6% |