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 | $19,376 | $54,705-64.6% | $71,209-72.8% | $84,808-77.2% |
| Participation rate | 85.5% | 64.1%+21.4pp | 73.8%+11.7pp | 68.3%+17.1pp |
| Annual return | 15.76% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,363 | $2,158-36.9% | $2,721-49.9% | $2,631-48.2% |
| Participant deferral / active EE | $3,103 | $3,030+2.4% | $4,175-25.7% | $4,212-26.3% |
| Admin fee / account holder | $1,825 | $4,863-62.5% | $5,349-65.9% | $7,344-75.1% |