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 9-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 | $24,409 | $65,561-62.8% | $86,188-71.7% | $75,163-67.5% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.3pp | 67.2%+30.1pp |
| Annual return | 21.88% | 46.05%-24.2pp | 1168.45%-1146.6pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,906 | $1,553+87.1% | $2,380+22.1% | $2,670+8.8% |
| Participant deferral / active EE | $2,761 | $3,024-8.7% | $3,985-30.7% | $4,125-33.1% |
| Admin fee / account holder | $1,168 | $5,474-78.7% | $6,852-82.9% | $5,651-79.3% |