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 | $21,213 | $81,248-73.9% | $155,509-86.4% | $80,856-73.8% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 30.11% | 33.31%-3.2pp | 64.67%-34.6pp | 35.59%-5.5pp |
| Employer contribution / active EE | $1,547 | $3,100-50.1% | $4,672-66.9% | $2,755-43.8% |
| Participant deferral / active EE | $2,424 | $3,452-29.8% | $5,626-56.9% | $4,296-43.6% |
| Admin fee / account holder | $2,142 | $7,997-73.2% | $15,912-86.5% | $6,918-69.0% |