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 | $37,972 | $58,851-35.5% | $115,157-67.0% | $72,985-48.0% |
| Participation rate | 72.2% | 65.5%+6.7pp | 75.9%-3.7pp | 69.5%+2.7pp |
| Annual return | 25.22% | 23.16%+2.1pp | 35.60%-10.4pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,104 | $1,798+17.0% | $3,179-33.8% | $2,440-13.8% |
| Participant deferral / active EE | $3,329 | $2,643+26.0% | $4,168-20.1% | $3,607-7.7% |
| Admin fee / account holder | $324 | $6,370-94.9% | $7,088-95.4% | $5,124-93.7% |