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 | $56,171 | $118,680-52.7% | $98,907-43.2% | $158,922-64.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.43% | 372.35%-364.9pp | 196.43%-189.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,381 | $3,333-58.6% | $2,689-48.6% | $4,761-71.0% |
| Participant deferral / active EE | $3,994 | $5,088-21.5% | $4,244-5.9% | $5,982-33.2% |
| Admin fee / account holder | $8,304 | $10,131-18.0% | $6,642+25.0% | $11,246-26.2% |