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 | $19,212 | $112,881-83.0% | $90,951-78.9% | $158,922-87.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.09% | 215.79%-192.7pp | 134.60%-111.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $2,658 | $2,893-8.1% | $2,122+25.2% | $4,761-44.2% |
| Participant deferral / active EE | $4,766 | $4,128+15.5% | $3,373+41.3% | $5,982-20.3% |
| Admin fee / account holder | $1,608 | $8,041-80.0% | $5,959-73.0% | $11,246-85.7% |