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 | $23,228 | $61,774-62.4% | $97,226-76.1% | $80,856-71.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 17.56% | -557.90%+575.5pp | 75.13%-57.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,137 | $1,837+16.4% | $2,729-21.7% | $2,755-22.4% |
| Participant deferral / active EE | $4,418 | $3,029+45.9% | $4,264+3.6% | $4,296+2.8% |
| Admin fee / account holder | $2,191 | $5,166-57.6% | $5,654-61.2% | $6,918-68.3% |