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 6-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 | $8,734 | $51,638-83.1% | $68,368-87.2% | $82,448-89.4% |
| Participation rate | 82.1% | 63.6%+18.5pp | 73.8%+8.4pp | 68.1%+14.1pp |
| Annual return | 14.07% | 37.53%-23.5pp | 292.57%-278.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $895 | $2,047-56.2% | $2,649-66.2% | $2,551-64.9% |
| Participant deferral / active EE | $1,641 | $2,914-43.7% | $4,123-60.2% | $4,139-60.4% |
| Admin fee / account holder | $2,475 | $4,643-46.7% | $5,150-51.9% | $7,234-65.8% |