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 | $24,864 | $51,576-51.8% | $129,207-80.8% | $80,856-69.2% |
| Participation rate | 88.5% | 57.0%+31.5pp | 69.6%+18.9pp | 67.6%+20.9pp |
| Annual return | 12.38% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,291 | $1,584+44.6% | $4,153-44.8% | $2,755-16.9% |
| Participant deferral / active EE | $3,278 | $2,669+22.8% | $4,168-21.3% | $4,296-23.7% |
| Admin fee / account holder | $1,947 | $4,305-54.8% | $7,715-74.8% | $6,918-71.9% |