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 | $23,162 | $99,032-76.6% | $80,019-71.1% | $135,375-82.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.04% | 15.39%-4.4pp | 11.22%-0.2pp | 519.73%-508.7pp |
| Employer contribution / active EE | $1,406 | $3,043-53.8% | $2,468-43.0% | $4,779-70.6% |
| Participant deferral / active EE | $2,335 | $4,282-45.5% | $3,686-36.6% | $5,609-58.4% |
| Admin fee / account holder | $1,124 | $10,436-89.2% | $6,521-82.8% | $10,827-89.6% |