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 | $22,322 | $54,705-59.2% | $71,209-68.7% | $84,808-73.7% |
| Participation rate | 91.5% | 64.1%+27.4pp | 73.8%+17.7pp | 68.3%+23.2pp |
| Annual return | 15.86% | 35.90%-20.0pp | 282.51%-266.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,548 | $2,158-28.3% | $2,721-43.1% | $2,631-41.2% |
| Participant deferral / active EE | $2,041 | $3,030-32.6% | $4,175-51.1% | $4,212-51.5% |
| Admin fee / account holder | $521 | $4,863-89.3% | $5,349-90.3% | $7,344-92.9% |