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 | $25,308 | $51,638-51.0% | $68,368-63.0% | $82,448-69.3% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.1pp | 68.1%+15.8pp |
| Annual return | 20.23% | 37.53%-17.3pp | 292.57%-272.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,421 | $2,047+18.3% | $2,649-8.6% | $2,551-5.1% |
| Participant deferral / active EE | $10,691 | $2,914+267.0% | $4,123+159.3% | $4,139+158.3% |
| Admin fee / account holder | $6,038 | $4,643+30.0% | $5,150+17.2% | $7,234-16.5% |