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 | $64,481 | $88,672-27.3% | $105,223-38.7% | $82,448-21.8% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 17.31% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,084 | $3,048-64.4% | $3,689-70.6% | $2,551-57.5% |
| Participant deferral / active EE | $7,212 | $4,036+78.7% | $5,072+42.2% | $4,139+74.2% |
| Admin fee / account holder | $4,485 | $7,146-37.2% | $8,859-49.4% | $7,234-38.0% |