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 | $39,760 | $81,208-51.0% | $98,907-59.8% | $79,858-50.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.46% | 60.99%-42.5pp | 196.43%-178.0pp | 31.71%-13.3pp |
| Employer contribution / active EE | $4,879 | $1,960+149.0% | $2,689+81.5% | $2,471+97.5% |
| Participant deferral / active EE | $3,488 | $3,265+6.8% | $4,244-17.8% | $3,740-6.8% |
| Admin fee / account holder | $1,627 | $6,013-72.9% | $6,642-75.5% | $5,306-69.3% |