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 | $36,409 | $88,672-58.9% | $105,223-65.4% | $82,448-55.8% |
| Participation rate | 75.8% | 67.9%+7.8pp | 75.0%+0.7pp | 68.1%+7.7pp |
| Annual return | 20.46% | 30.86%-10.4pp | 180.65%-160.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,514 | $3,048-50.3% | $3,689-59.0% | $2,551-40.7% |
| Participant deferral / active EE | $3,727 | $4,036-7.7% | $5,072-26.5% | $4,139-10.0% |
| Admin fee / account holder | $543 | $7,146-92.4% | $8,859-93.9% | $7,234-92.5% |