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 | $45,376 | $111,724-59.4% | $93,606-51.5% | $145,922-68.9% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.6pp |
| Annual return | 13.79% | 202.98%-189.2pp | 133.20%-119.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,561 | $3,090-49.5% | $2,420-35.5% | $4,660-66.5% |
| Participant deferral / active EE | $4,387 | $4,912-10.7% | $4,411-0.6% | $6,688-34.4% |
| Admin fee / account holder | $1,295 | $10,250-87.4% | $8,285-84.4% | $13,397-90.3% |