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 | $15,254 | $72,071-78.8% | $68,368-77.7% | $137,256-88.9% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.0%+15.0pp |
| Annual return | 20.13% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,069 | $2,788-25.8% | $2,649-21.9% | $4,156-50.2% |
| Participant deferral / active EE | $3,511 | $4,410-20.4% | $4,123-14.8% | $6,407-45.2% |
| Admin fee / account holder | $3,596 | $5,336-32.6% | $5,150-30.2% | $12,270-70.7% |