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 | $29,250 | $117,841-75.2% | $102,423-71.4% | $145,922-80.0% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 12.19% | 31.65%-19.5pp | 29.32%-17.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,836 | $3,615-21.5% | $3,023-6.2% | $4,660-39.1% |
| Participant deferral / active EE | $5,314 | $5,731-7.3% | $5,053+5.2% | $6,688-20.5% |
| Admin fee / account holder | $596 | $13,326-95.5% | $9,451-93.7% | $13,397-95.6% |