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 | $33,641 | $84,233-60.1% | $170,442-80.3% | $70,131-52.0% |
| Participation rate | 98.0% | 70.8%+27.2pp | 83.6%+14.4pp | 69.5%+28.5pp |
| Annual return | 19.54% | 23.06%-3.5pp | 205.93%-186.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,387 | $3,387-59.1% | $5,433-74.5% | $2,342-40.8% |
| Participant deferral / active EE | $2,529 | $3,086-18.0% | $4,939-48.8% | $3,332-24.1% |
| Admin fee / account holder | $2,516 | $5,698-55.8% | $13,880-81.9% | $4,645-45.8% |