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 | $51,638-66.9% | $68,368-75.0% | $82,448-79.3% |
| Participation rate | 85.3% | 63.6%+21.7pp | 73.8%+11.5pp | 68.1%+17.2pp |
| Annual return | 18.23% | 37.53%-19.3pp | 292.57%-274.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,079 | $2,047-47.3% | $2,649-59.3% | $2,551-57.7% |
| Participant deferral / active EE | $2,554 | $2,914-12.3% | $4,123-38.0% | $4,139-38.3% |
| Admin fee / account holder | $359 | $4,643-92.3% | $5,150-93.0% | $7,234-95.0% |