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 | $36,205 | $57,281-36.8% | $86,612-58.2% | $75,163-51.8% |
| Participation rate | 73.8% | 63.2%+10.6pp | 71.7%+2.1pp | 67.2%+6.6pp |
| Annual return | 13.92% | 2670.75%-2656.8pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,710 | $2,314+60.3% | $3,022+22.8% | $2,670+39.0% |
| Participant deferral / active EE | $1,430 | $3,318-56.9% | $4,438-67.8% | $4,125-65.3% |
| Admin fee / account holder | $4,402 | $4,112+7.1% | $5,614-21.6% | $5,651-22.1% |