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 | $41,045 | $125,758-67.4% | $169,993-75.9% | $75,163-45.4% |
| Participation rate | 73.5% | 83.6%-10.1pp | 87.0%-13.5pp | 67.2%+6.3pp |
| Annual return | 17.49% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,288 | $4,615-50.4% | $6,785-66.3% | $2,670-14.3% |
| Participant deferral / active EE | $4,671 | $6,837-31.7% | $10,408-55.1% | $4,125+13.2% |
| Admin fee / account holder | $4,604 | $8,173-43.7% | $12,815-64.1% | $5,651-18.5% |