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 | $23,992 | $70,756-66.1% | $65,493-63.4% | $142,382-83.1% |
| Participation rate | 95.0% | 77.4%+17.6pp | 73.1%+21.9pp | 80.1%+14.9pp |
| Annual return | 13.99% | 1754.89%-1740.9pp | 982.45%-968.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,875 | $2,881-34.9% | $2,574-27.2% | $4,299-56.4% |
| Participant deferral / active EE | $2,282 | $4,637-50.8% | $3,961-42.4% | $6,507-64.9% |
| Admin fee / account holder | $3,432 | $6,559-47.7% | $5,028-31.7% | $12,624-72.8% |