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 | $56,027 | $78,672-28.8% | $109,143-48.7% | $85,850-34.7% |
| Participation rate | 89.1% | 68.3%+20.9pp | 75.9%+13.3pp | 69.3%+19.8pp |
| Annual return | 16.68% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,293 | $2,735-52.7% | $3,722-65.3% | $2,565-49.6% |
| Participant deferral / active EE | $4,082 | $3,467+17.7% | $4,653-12.3% | $3,952+3.3% |
| Admin fee / account holder | $561 | $5,469-89.7% | $6,752-91.7% | $6,260-91.0% |