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 | $26,063 | $61,774-57.8% | $97,226-73.2% | $80,856-67.8% |
| Participation rate | 72.6% | 63.5%+9.1pp | 72.7%-0.1pp | 67.6%+4.9pp |
| Annual return | 11.94% | -557.90%+569.8pp | 75.13%-63.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,950 | $1,837+6.2% | $2,729-28.5% | $2,755-29.2% |
| Participant deferral / active EE | $3,287 | $3,029+8.5% | $4,264-22.9% | $4,296-23.5% |
| Admin fee / account holder | $2,709 | $5,166-47.6% | $5,654-52.1% | $6,918-60.8% |