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 | $31,765 | $54,705-41.9% | $71,209-55.4% | $84,808-62.5% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 17.51% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $462 | $2,158-78.6% | $2,721-83.0% | $2,631-82.5% |
| Participant deferral / active EE | $5,171 | $3,030+70.6% | $4,175+23.9% | $4,212+22.8% |
| Admin fee / account holder | $2,834 | $4,863-41.7% | $5,349-47.0% | $7,344-61.4% |