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 | $39,673 | $100,923-60.7% | $150,045-73.6% | $74,304-46.6% |
| Participation rate | 75.2% | 70.1%+5.1pp | 82.3%-7.1pp | 60.3%+14.9pp |
| Annual return | 17.62% | 51.77%-34.1pp | 62.55%-44.9pp | 29.43%-11.8pp |
| Employer contribution / active EE | $3,512 | $3,463+1.4% | $4,693-25.2% | $2,241+56.7% |
| Participant deferral / active EE | $8,277 | $6,709+23.4% | $7,997+3.5% | $3,767+119.7% |
| Admin fee / account holder | $7,025 | $2,767+153.9% | $13,435-47.7% | $2,969+136.6% |