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 | $39,470 | $201,272-80.4% | $184,203-78.6% | $145,922-73.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 12.58% | 29.00%-16.4pp | 28.81%-16.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,978 | $7,022-71.8% | $6,427-69.2% | $4,660-57.5% |
| Participant deferral / active EE | $6,336 | $9,806-35.4% | $9,131-30.6% | $6,688-5.3% |
| Admin fee / account holder | $607 | $16,364-96.3% | $13,901-95.6% | $13,397-95.5% |