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 | $51,638-38.5% | $68,368-53.5% | $82,448-61.5% |
| Participation rate | 88.5% | 63.6%+24.9pp | 73.8%+14.7pp | 68.1%+20.4pp |
| Annual return | 17.51% | 37.53%-20.0pp | 292.57%-275.1pp | 41.64%-24.1pp |
| Employer contribution / active EE | $462 | $2,047-77.4% | $2,649-82.6% | $2,551-81.9% |
| Participant deferral / active EE | $5,171 | $2,914+77.5% | $4,123+25.4% | $4,139+24.9% |
| Admin fee / account holder | $2,834 | $4,643-39.0% | $5,150-45.0% | $7,234-60.8% |