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 | $24,437 | $228,332-89.3% | $185,823-86.8% | $158,922-84.6% |
| Participation rate | 90.9% | 82.3%+8.6pp | 78.0%+12.9pp | 82.0%+9.0pp |
| Annual return | 30.32% | 40.80%-10.5pp | 35.95%-5.6pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,223 | $4,967-75.4% | $4,087-70.1% | $4,761-74.3% |
| Participant deferral / active EE | $5,383 | $6,415-16.1% | $5,632-4.4% | $5,982-10.0% |
| Admin fee / account holder | $1,057 | $11,864-91.1% | $9,500-88.9% | $11,246-90.6% |