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 | $10,053 | $54,705-81.6% | $71,209-85.9% | $84,808-88.1% |
| Participation rate | 82.8% | 64.1%+18.7pp | 73.8%+9.0pp | 68.3%+14.4pp |
| Annual return | 26.78% | 35.90%-9.1pp | 282.51%-255.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,508 | $2,158-30.1% | $2,721-44.6% | $2,631-42.7% |
| Participant deferral / active EE | $3,406 | $3,030+12.4% | $4,175-18.4% | $4,212-19.1% |
| Admin fee / account holder | $686 | $4,863-85.9% | $5,349-87.2% | $7,344-90.7% |