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 | $40,322 | $71,050-43.2% | $93,606-56.9% | $80,856-50.1% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 12.86% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,251 | $1,564-20.0% | $2,420-48.3% | $2,755-54.6% |
| Participant deferral / active EE | $3,288 | $4,034-18.5% | $4,411-25.5% | $4,296-23.5% |
| Admin fee / account holder | $1,572 | $6,945-77.4% | $8,285-81.0% | $6,918-77.3% |