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 | $49,155 | $81,248-39.5% | $155,509-68.4% | $80,856-39.2% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 20.33% | 33.31%-13.0pp | 64.67%-44.3pp | 35.59%-15.3pp |
| Employer contribution / active EE | $3,247 | $3,100+4.7% | $4,672-30.5% | $2,755+17.9% |
| Participant deferral / active EE | $7,346 | $3,452+112.8% | $5,626+30.6% | $4,296+71.0% |
| Admin fee / account holder | $1,630 | $7,997-79.6% | $15,912-89.8% | $6,918-76.4% |