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 | $18,776 | $54,705-65.7% | $71,209-73.6% | $84,808-77.9% |
| Participation rate | 96.8% | 64.1%+32.7pp | 73.8%+23.0pp | 68.3%+28.5pp |
| Annual return | 14.29% | 35.90%-21.6pp | 282.51%-268.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,613 | $2,158+21.1% | $2,721-4.0% | $2,631-0.7% |
| Participant deferral / active EE | $5,628 | $3,030+85.7% | $4,175+34.8% | $4,212+33.6% |
| Admin fee / account holder | $930 | $4,863-80.9% | $5,349-82.6% | $7,344-87.3% |