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 | $14,985 | $85,202-82.4% | $172,739-91.3% | $72,985-79.5% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 33.36% | 27.32%+6.0pp | 802.84%-769.5pp | 81.00%-47.6pp |
| Employer contribution / active EE | $1,652 | $3,324-50.3% | $5,143-67.9% | $2,440-32.3% |
| Participant deferral / active EE | $4,886 | $3,260+49.9% | $5,198-6.0% | $3,607+35.5% |
| Admin fee / account holder | $373 | $5,884-93.7% | $13,954-97.3% | $5,124-92.7% |