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 | $43,266 | $201,272-78.5% | $184,203-76.5% | $145,922-70.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 13.22% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,643 | $7,022-76.6% | $6,427-74.4% | $4,660-64.7% |
| Participant deferral / active EE | $8,077 | $9,806-17.6% | $9,131-11.5% | $6,688+20.8% |
| Admin fee / account holder | $1,342 | $16,364-91.8% | $13,901-90.3% | $13,397-90.0% |