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 | $28,496 | $103,376-72.4% | $87,100-67.3% | $152,861-81.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 58.49% | 28.10%+30.4pp | 28.19%+30.3pp | 345.32%-286.8pp |
| Employer contribution / active EE | $1,636 | $3,220-49.2% | $2,521-35.1% | $4,762-65.6% |
| Participant deferral / active EE | $9,091 | $4,778+90.3% | $4,049+124.5% | $5,850+55.4% |
| Admin fee / account holder | $721 | $12,205-94.1% | $7,497-90.4% | $11,596-93.8% |