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 | $9,528 | $53,516-82.2% | $126,539-92.5% | $84,808-88.8% |
| Participation rate | 84.3% | 58.2%+26.0pp | 69.8%+14.5pp | 68.3%+16.0pp |
| Annual return | 20.10% | 58.34%-38.2pp | 425.95%-405.9pp | 40.90%-20.8pp |
| Employer contribution / active EE | $582 | $1,535-62.1% | $3,674-84.2% | $2,631-77.9% |
| Participant deferral / active EE | $1,755 | $2,671-34.3% | $4,083-57.0% | $4,212-58.3% |
| Admin fee / account holder | $899 | $4,497-80.0% | $6,065-85.2% | $7,344-87.8% |