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 | $24,795 | $158,398-84.3% | $126,539-80.4% | $142,382-82.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 69.8%+15.9pp | 80.1%+5.6pp |
| Annual return | 19.52% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,261 | $4,650-72.9% | $3,674-65.7% | $4,299-70.7% |
| Participant deferral / active EE | $2,072 | $4,767-56.5% | $4,083-49.3% | $6,507-68.2% |
| Admin fee / account holder | $924 | $6,918-86.6% | $6,065-84.8% | $12,624-92.7% |