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 | $23,974 | $48,230-50.3% | $67,502-64.5% | $80,856-70.3% |
| Participation rate | 93.8% | 66.4%+27.4pp | 72.9%+20.9pp | 67.6%+26.1pp |
| Annual return | 14.26% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,812 | $2,020-10.3% | $2,731-33.7% | $2,755-34.2% |
| Participant deferral / active EE | $3,554 | $2,924+21.5% | $4,000-11.2% | $4,296-17.3% |
| Admin fee / account holder | $421 | $3,681-88.6% | $3,998-89.5% | $6,918-93.9% |