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 | $15,597 | $65,409-76.2% | $98,442-84.2% | $85,850-81.8% |
| Participation rate | 88.4% | 65.0%+23.4pp | 73.3%+15.0pp | 69.3%+19.1pp |
| Annual return | 18.04% | 21.76%-3.7pp | 1492.73%-1474.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $1,230 | $2,168-43.3% | $2,960-58.5% | $2,565-52.1% |
| Participant deferral / active EE | $1,676 | $3,166-47.1% | $4,276-60.8% | $3,952-57.6% |
| Admin fee / account holder | $625 | $4,593-86.4% | $5,949-89.5% | $6,260-90.0% |