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 | $17,069 | $54,705-68.8% | $71,209-76.0% | $84,808-79.9% |
| Participation rate | 85.3% | 64.1%+21.2pp | 73.8%+11.5pp | 68.3%+17.0pp |
| Annual return | 18.23% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,079 | $2,158-50.0% | $2,721-60.3% | $2,631-59.0% |
| Participant deferral / active EE | $2,554 | $3,030-15.7% | $4,175-38.8% | $4,212-39.4% |
| Admin fee / account holder | $359 | $4,863-92.6% | $5,349-93.3% | $7,344-95.1% |