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 | $14,734 | $110,261-86.6% | $95,745-84.6% | $139,434-89.4% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 14.54% | 27.11%-12.6pp | 28.35%-13.8pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,720 | $3,257-16.5% | $2,835-4.1% | $4,751-42.8% |
| Participant deferral / active EE | $745 | $4,676-84.1% | $4,245-82.4% | $6,710-88.9% |
| Admin fee / account holder | $1,120 | $6,613-83.1% | $5,678-80.3% | $11,403-90.2% |