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 | $33,041 | $49,922-33.8% | $80,569-59.0% | $75,163-56.0% |
| Participation rate | 97.9% | 55.3%+42.6pp | 67.0%+30.9pp | 67.2%+30.7pp |
| Annual return | 19.05% | 34.69%-15.6pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,634 | $1,698-3.8% | $2,723-40.0% | $2,670-38.8% |
| Participant deferral / active EE | $3,429 | $2,990+14.7% | $4,447-22.9% | $4,125-16.9% |
| Admin fee / account holder | $3,136 | $3,577-12.3% | $5,377-41.7% | $5,651-44.5% |