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 | $63,703-52.0% | $93,063-67.2% | $82,448-63.0% |
| Participation rate | 95.0% | 63.8%+31.2pp | 72.1%+22.9pp | 68.1%+26.9pp |
| Annual return | 13.58% | -775.43%+789.0pp | 34.15%-20.6pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,375 | $1,729-20.5% | $2,476-44.5% | $2,551-46.1% |
| Participant deferral / active EE | $3,511 | $2,919+20.3% | $3,958-11.3% | $4,139-15.2% |
| Admin fee / account holder | $1,284 | $5,982-78.5% | $6,033-78.7% | $7,234-82.2% |