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 | $39,759 | $98,750-59.7% | $149,696-73.4% | $79,858-50.2% |
| Participation rate | 74.0% | 75.8%-1.8pp | 82.5%-8.5pp | 69.6%+4.3pp |
| Annual return | 15.17% | 27.43%-12.3pp | 276.60%-261.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $690 | $3,216-78.5% | $4,644-85.1% | $2,471-72.1% |
| Participant deferral / active EE | $4,597 | $5,680-19.1% | $6,842-32.8% | $3,740+22.9% |
| Admin fee / account holder | $2,787 | $6,053-54.0% | $9,309-70.1% | $5,306-47.5% |