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 | $47,438 | $91,552-48.2% | $133,956-64.6% | $79,858-40.6% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.2pp |
| Annual return | 18.50% | 61.85%-43.3pp | 45.09%-26.6pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,810 | $2,384-24.1% | $3,919-53.8% | $2,471-26.8% |
| Participant deferral / active EE | $3,175 | $3,733-15.0% | $5,048-37.1% | $3,740-15.1% |
| Admin fee / account holder | $2,158 | $6,321-65.9% | $8,927-75.8% | $5,306-59.3% |