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 | $8,219 | $80,717-89.8% | $154,803-94.7% | $84,808-90.3% |
| Participation rate | 89.7% | 66.8%+22.8pp | 78.1%+11.6pp | 68.3%+21.3pp |
| Annual return | 111.49% | 37.96%+73.5pp | 58.88%+52.6pp | 40.90%+70.6pp |
| Employer contribution / active EE | $1,216 | $2,761-56.0% | $4,305-71.8% | $2,631-53.8% |
| Participant deferral / active EE | $1,588 | $3,303-51.9% | $5,540-71.3% | $4,212-62.3% |
| Admin fee / account holder | $571 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |