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 | $30,547 | $64,839-52.9% | $95,585-68.0% | $84,808-64.0% |
| Participation rate | 95.0% | 63.8%+31.2pp | 72.1%+22.9pp | 68.3%+26.7pp |
| Annual return | 13.58% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,375 | $1,759-21.8% | $2,527-45.6% | $2,631-47.7% |
| Participant deferral / active EE | $3,511 | $2,965+18.4% | $4,023-12.7% | $4,212-16.6% |
| Admin fee / account holder | $1,284 | $5,964-78.5% | $6,127-79.0% | $7,344-82.5% |