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 | $17,700 | $58,208-69.6% | $81,812-78.4% | $80,856-78.1% |
| Participation rate | 86.7% | 63.4%+23.3pp | 72.3%+14.3pp | 67.6%+19.0pp |
| Annual return | 11.86% | 41.66%-29.8pp | 773.79%-761.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,544 | $2,340-34.0% | $2,912-47.0% | $2,755-43.9% |
| Participant deferral / active EE | $1,250 | $3,281-61.9% | $4,319-71.1% | $4,296-70.9% |
| Admin fee / account holder | $1,645 | $4,981-67.0% | $7,386-77.7% | $6,918-76.2% |