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 | $44,682 | $102,317-56.3% | $146,958-69.6% | $80,856-44.7% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.2%-8.0pp | 67.6%+6.6pp |
| Annual return | 16.71% | 134.76%-118.1pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,526 | $3,713-58.9% | $4,933-69.1% | $2,755-44.6% |
| Participant deferral / active EE | $5,740 | $6,644-13.6% | $8,070-28.9% | $4,296+33.6% |
| Admin fee / account holder | $1,405 | $7,941-82.3% | $12,998-89.2% | $6,918-79.7% |