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 | $15,246 | $34,308-55.6% | $74,701-79.6% | $72,985-79.1% |
| Participation rate | 97.8% | 42.4%+55.4pp | 54.5%+43.4pp | 69.5%+28.3pp |
| Annual return | 19.65% | 26.58%-6.9pp | 752.92%-733.3pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,361 | $692+96.7% | $1,084+25.6% | $2,440-44.2% |
| Participant deferral / active EE | $1,224 | $1,271-3.8% | $1,964-37.7% | $3,607-66.1% |
| Admin fee / account holder | $1,197 | $2,124-43.6% | $3,333-64.1% | $5,124-76.6% |