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 | $24,271 | $29,660-18.2% | $56,411-57.0% | $80,856-70.0% |
| Participation rate | 92.3% | 41.6%+50.7pp | 52.5%+39.8pp | 67.6%+24.7pp |
| Annual return | 16.92% | 35.23%-18.3pp | 1701.33%-1684.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $869 | $669+29.9% | $1,039-16.3% | $2,755-68.4% |
| Participant deferral / active EE | $819 | $1,226-33.2% | $1,952-58.0% | $4,296-80.9% |
| Admin fee / account holder | $1,025 | $2,428-57.8% | $2,829-63.8% | $6,918-85.2% |