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 | $42,770 | $25,014+71.0% | $69,647-38.6% | $80,856-47.1% |
| Participation rate | 95.0% | 64.2%+30.8pp | 66.5%+28.5pp | 67.6%+27.4pp |
| Annual return | 12.79% | 19.07%-6.3pp | 100.48%-87.7pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,646 | $993+65.7% | $1,712-3.9% | $2,755-40.3% |
| Participant deferral / active EE | $4,302 | $1,839+133.9% | $2,886+49.1% | $4,296+0.1% |
| Admin fee / account holder | $751 | $2,488-69.8% | $4,713-84.1% | $6,918-89.1% |