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 | $10,287 | $76,407-86.5% | $150,298-93.2% | $82,448-87.5% |
| Participation rate | 95.2% | 66.4%+28.8pp | 77.8%+17.5pp | 68.1%+27.2pp |
| Annual return | 17.13% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,678 | $2,614-35.8% | $4,154-59.6% | $2,551-34.2% |
| Participant deferral / active EE | $3,203 | $3,214-0.4% | $5,453-41.3% | $4,139-22.6% |
| Admin fee / account holder | $1,333 | $6,352-79.0% | $14,116-90.6% | $7,234-81.6% |