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 | $18,832 | $85,022-77.9% | $70,515-73.3% | $139,434-86.5% |
| Participation rate | 93.8% | 73.9%+19.8pp | 68.3%+25.4pp | 80.3%+13.4pp |
| Annual return | 17.93% | 30.38%-12.4pp | 32.77%-14.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,678 | $3,909-57.1% | $2,973-43.6% | $4,751-64.7% |
| Participant deferral / active EE | $3,533 | $5,890-40.0% | $4,567-22.6% | $6,710-47.4% |
| Admin fee / account holder | $1,213 | $8,906-86.4% | $6,412-81.1% | $11,403-89.4% |