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 | $20,890 | $74,888-72.1% | $71,209-70.7% | $142,382-85.3% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 17.24% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,862 | $2,854-34.8% | $2,721-31.6% | $4,299-56.7% |
| Participant deferral / active EE | $4,372 | $4,454-1.9% | $4,175+4.7% | $6,507-32.8% |
| Admin fee / account holder | $3,254 | $5,568-41.6% | $5,349-39.2% | $12,624-74.2% |