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 | $32,855 | $100,754-67.4% | $86,677-62.1% | $134,475-75.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 1.25% | 29.04%-27.8pp | 35.91%-34.7pp | 417.96%-416.7pp |
| Employer contribution / active EE | $1,756 | $3,489-49.7% | $2,836-38.1% | $4,740-63.0% |
| Participant deferral / active EE | $9,134 | $5,338+71.1% | $4,656+96.2% | $6,400+42.7% |
| Admin fee / account holder | $5,901 | $10,926-46.0% | $7,493-21.2% | $11,426-48.4% |