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 | $51,462 | $111,754-54.0% | $103,333-50.2% | $145,922-64.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 22.43% | 24.77%-2.3pp | 24.88%-2.5pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,522 | $4,212-63.9% | $3,868-60.7% | $4,660-67.3% |
| Participant deferral / active EE | $1,980 | $5,619-64.8% | $5,057-60.8% | $6,688-70.4% |
| Admin fee / account holder | $9,478 | $9,750-2.8% | $8,355+13.5% | $13,397-29.2% |