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 | $15,292 | $91,190-83.2% | $178,490-91.4% | $79,858-80.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.85% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,569 | $3,256-51.8% | $5,011-68.7% | $2,471-36.5% |
| Participant deferral / active EE | $1,240 | $3,236-61.7% | $5,202-76.2% | $3,740-66.9% |
| Admin fee / account holder | $333 | $6,751-95.1% | $13,984-97.6% | $5,306-93.7% |