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 | $27,318 | $98,750-72.3% | $149,696-81.8% | $79,858-65.8% |
| Participation rate | 74.3% | 75.8%-1.5pp | 82.5%-8.2pp | 69.6%+4.7pp |
| Annual return | 32.98% | 27.43%+5.6pp | 276.60%-243.6pp | 31.71%+1.3pp |
| Employer contribution / active EE | $1,568 | $3,216-51.2% | $4,644-66.2% | $2,471-36.5% |
| Participant deferral / active EE | $3,877 | $5,680-31.8% | $6,842-43.3% | $3,740+3.7% |
| Admin fee / account holder | $636 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |