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 | $58,627-57.8% | $76,735-67.7% | $82,448-70.0% |
| Participation rate | 86.8% | 63.2%+23.6pp | 69.5%+17.3pp | 68.1%+18.7pp |
| Annual return | 15.56% | 39.10%-23.5pp | 29.77%-14.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,372 | $1,729+37.2% | $2,454-3.3% | $2,551-7.0% |
| Participant deferral / active EE | $5,260 | $3,134+67.9% | $4,088+28.7% | $4,139+27.1% |
| Admin fee / account holder | $4,404 | $5,323-17.3% | $7,189-38.7% | $7,234-39.1% |