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 | $26,397 | $80,717-67.3% | $154,803-82.9% | $84,808-68.9% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 20.42% | 37.96%-17.5pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $7,095 | $2,761+156.9% | $4,305+64.8% | $2,631+169.7% |
| Participant deferral / active EE | $3,017 | $3,303-8.7% | $5,540-45.5% | $4,212-28.4% |
| Admin fee / account holder | $1,514 | $6,746-77.6% | $14,329-89.4% | $7,344-79.4% |