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 | $26,448 | $74,888-64.7% | $71,209-62.9% | $142,382-81.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 15.43% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $785 | $2,854-72.5% | $2,721-71.2% | $4,299-81.7% |
| Participant deferral / active EE | $3,674 | $4,454-17.5% | $4,175-12.0% | $6,507-43.5% |
| Admin fee / account holder | $8,036 | $5,568+44.3% | $5,349+50.2% | $12,624-36.3% |