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 | $36,694 | $22,587+62.5% | $65,255-43.8% | $75,163-51.2% |
| Participation rate | 88.0% | 63.1%+24.9pp | 65.0%+23.0pp | 67.2%+20.8pp |
| Annual return | 19.86% | 71.03%-51.2pp | 47.35%-27.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,327 | $941+147.4% | $1,691+37.6% | $2,670-12.8% |
| Participant deferral / active EE | $4,666 | $1,695+175.2% | $2,831+64.8% | $4,125+13.1% |
| Admin fee / account holder | $8,006 | $1,876+326.8% | $4,112+94.7% | $5,651+41.7% |