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 7-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 | $32,482 | $111,754-70.9% | $103,333-68.6% | $145,922-77.7% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.5pp |
| Annual return | 10.03% | 24.77%-14.7pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,762 | $4,212-34.4% | $3,868-28.6% | $4,660-40.7% |
| Participant deferral / active EE | $8,740 | $5,619+55.6% | $5,057+72.8% | $6,688+30.7% |
| Admin fee / account holder | $10,698 | $9,750+9.7% | $8,355+28.0% | $13,397-20.1% |