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 | $30,520 | $109,881-72.2% | $150,045-79.7% | $84,808-64.0% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.2pp | 68.3%+20.2pp |
| Annual return | 20.03% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,134 | $3,561-40.1% | $4,693-54.5% | $2,631-18.9% |
| Participant deferral / active EE | $5,915 | $6,636-10.9% | $7,997-26.0% | $4,212+40.4% |
| Admin fee / account holder | $1,751 | $8,568-79.6% | $13,435-87.0% | $7,344-76.2% |