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 | $29,229 | $99,877-70.7% | $84,966-65.6% | $145,922-80.0% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 13.92% | 83.76%-69.8pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,527 | $3,231-21.8% | $2,727-7.3% | $4,660-45.8% |
| Participant deferral / active EE | $3,109 | $5,291-41.2% | $4,519-31.2% | $6,688-53.5% |
| Admin fee / account holder | $6,138 | $7,248-15.3% | $6,149-0.2% | $13,397-54.2% |