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 | $29,698 | $180,749-83.6% | $160,784-81.5% | $137,256-78.4% |
| Participation rate | 91.7% | 80.0%+11.7pp | 77.0%+14.7pp | 80.0%+11.7pp |
| Annual return | 14.03% | 2234.46%-2220.4pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,287 | $4,155-45.0% | $3,733-38.7% | $4,156-45.0% |
| Participant deferral / active EE | $3,274 | $6,844-52.2% | $6,293-48.0% | $6,407-48.9% |
| Admin fee / account holder | $1,562 | $10,397-85.0% | $9,717-83.9% | $12,270-87.3% |