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 | $24,765 | $60,892-59.3% | $82,389-69.9% | $84,808-70.8% |
| Participation rate | 86.8% | 63.3%+23.5pp | 69.5%+17.2pp | 68.3%+18.5pp |
| Annual return | 15.56% | 37.29%-21.7pp | 28.67%-13.1pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,372 | $1,779+33.3% | $2,517-5.8% | $2,631-9.8% |
| Participant deferral / active EE | $5,260 | $3,179+65.5% | $4,155+26.6% | $4,212+24.9% |
| Admin fee / account holder | $4,404 | $5,467-19.4% | $7,231-39.1% | $7,344-40.0% |