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 | $31,665 | $48,570-34.8% | $130,648-75.8% | $72,985-56.6% |
| Participation rate | 73.1% | 58.6%+14.5pp | 71.7%+1.3pp | 69.5%+3.6pp |
| Annual return | 24.78% | 38.63%-13.8pp | 1708.96%-1684.2pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,194 | $1,334-10.5% | $4,092-70.8% | $2,440-51.1% |
| Participant deferral / active EE | $2,982 | $2,384+25.1% | $3,603-17.2% | $3,607-17.3% |
| Admin fee / account holder | $1,505 | $3,549-57.6% | $5,464-72.4% | $5,124-70.6% |