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 | $23,658 | $117,983-79.9% | $101,794-76.8% | $142,382-83.4% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 15.90% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,650 | $2,773-40.5% | $2,289-27.9% | $4,299-61.6% |
| Participant deferral / active EE | $2,747 | $4,714-41.7% | $4,084-32.7% | $6,507-57.8% |
| Admin fee / account holder | $6,764 | $10,433-35.2% | $8,777-22.9% | $12,624-46.4% |