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 7-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 | $39,900 | $81,208-50.9% | $98,907-59.7% | $79,858-50.0% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.5pp | 69.6%+27.9pp |
| Annual return | 21.20% | 60.99%-39.8pp | 196.43%-175.2pp | 31.71%-10.5pp |
| Employer contribution / active EE | $645 | $1,960-67.1% | $2,689-76.0% | $2,471-73.9% |
| Participant deferral / active EE | $1,683 | $3,265-48.4% | $4,244-60.3% | $3,740-55.0% |
| Admin fee / account holder | $1,484 | $6,013-75.3% | $6,642-77.7% | $5,306-72.0% |