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 | $13,758 | $48,046-71.4% | $84,611-83.7% | $72,985-81.1% |
| Participation rate | 71.9% | 57.6%+14.3pp | 68.2%+3.7pp | 69.5%+2.4pp |
| Annual return | 30.11% | 37.38%-7.3pp | 258.74%-228.6pp | 81.00%-50.9pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,810 | $2,680+79.5% | $3,899+23.4% | $3,607+33.3% |
| Admin fee / account holder | $2,100 | $3,395-38.1% | $4,912-57.3% | $5,124-59.0% |