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 | $28,866 | $111,754-74.2% | $103,333-72.1% | $145,922-80.2% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 11.52% | 24.77%-13.2pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,634 | $4,212-61.2% | $3,868-57.7% | $4,660-64.9% |
| Participant deferral / active EE | $3,073 | $5,619-45.3% | $5,057-39.2% | $6,688-54.1% |
| Admin fee / account holder | $533 | $9,750-94.5% | $8,355-93.6% | $13,397-96.0% |