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 | $50,954 | $110,257-53.8% | $96,544-47.2% | $139,434-63.5% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 18.58% | 26.32%-7.7pp | 25.84%-7.3pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,651 | $3,620-26.8% | $2,965-10.6% | $4,751-44.2% |
| Participant deferral / active EE | $5,703 | $5,548+2.8% | $4,851+17.6% | $6,710-15.0% |
| Admin fee / account holder | $5,629 | $11,591-51.4% | $8,252-31.8% | $11,403-50.6% |