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 | $40,473 | $92,222-56.1% | $76,768-47.3% | $135,375-70.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 114.78% | 5.46%+109.3pp | 2.43%+112.4pp | 519.73%-405.0pp |
| Employer contribution / active EE | $2,414 | $3,216-24.9% | $2,485-2.9% | $4,779-49.5% |
| Participant deferral / active EE | $6,471 | $4,509+43.5% | $3,852+68.0% | $5,609+15.4% |
| Admin fee / account holder | $1,916 | $10,748-82.2% | $6,675-71.3% | $10,827-82.3% |