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 | $20,721 | $115,770-82.1% | $101,248-79.5% | $158,922-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.79% | 56.14%-35.3pp | 46.47%-25.7pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,311 | $4,175-68.6% | $3,660-64.2% | $4,761-72.5% |
| Participant deferral / active EE | $4,711 | $4,957-5.0% | $4,370+7.8% | $5,982-21.2% |
| Admin fee / account holder | $870 | $7,245-88.0% | $5,945-85.4% | $11,246-92.3% |