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 | $17,343 | $55,415-68.7% | $155,509-88.8% | $74,495-76.7% |
| Participation rate | 95.1% | 61.9%+33.2pp | 78.2%+17.0pp | 67.2%+27.9pp |
| Annual return | 27.59% | 268.50%-240.9pp | 64.67%-37.1pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $1,027 | $2,267-54.7% | $4,672-78.0% | $2,623-60.8% |
| Participant deferral / active EE | $1,229 | $2,836-56.7% | $5,626-78.2% | $4,346-71.7% |
| Admin fee / account holder | $2,213 | $1,738+27.3% | $15,912-86.1% | $1,942+13.9% |