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 | $33,764 | $112,881-70.1% | $90,951-62.9% | $158,922-78.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.52% | 215.79%-200.3pp | 134.60%-119.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,463 | $2,893-49.4% | $2,122-31.1% | $4,761-69.3% |
| Participant deferral / active EE | $5,562 | $4,128+34.8% | $3,373+64.9% | $5,982-7.0% |
| Admin fee / account holder | $839 | $8,041-89.6% | $5,959-85.9% | $11,246-92.5% |