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 | $27,474 | $107,334-74.4% | $92,893-70.4% | $152,861-82.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.06% | 145.58%-127.5pp | 109.41%-91.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,022 | $4,221-52.1% | $3,653-44.6% | $4,762-57.5% |
| Participant deferral / active EE | $1,338 | $4,845-72.4% | $4,236-68.4% | $5,850-77.1% |
| Admin fee / account holder | $1,196 | $7,079-83.1% | $5,794-79.4% | $11,596-89.7% |