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 | $80,717-87.3% | $154,803-93.4% | $84,808-87.9% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 17.13% | 37.96%-20.8pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,678 | $2,761-39.2% | $4,305-61.0% | $2,631-36.2% |
| Participant deferral / active EE | $3,203 | $3,303-3.0% | $5,540-42.2% | $4,212-24.0% |
| Admin fee / account holder | $1,333 | $6,746-80.2% | $14,329-90.7% | $7,344-81.8% |