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 | $43,750 | $106,515-58.9% | $96,683-54.7% | $139,434-68.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.22% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $5,457 | $4,103+33.0% | $3,737+46.0% | $4,751+14.9% |
| Participant deferral / active EE | $4,246 | $5,454-22.1% | $4,878-13.0% | $6,710-36.7% |
| Admin fee / account holder | $3,441 | $7,877-56.3% | $6,730-48.9% | $11,403-69.8% |