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 | $31,155 | $48,277-35.5% | $67,511-53.9% | $80,874-61.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 20.42% | 18.27%+2.2pp | 3517.41%-3497.0pp | 35.62%-15.2pp |
| Employer contribution / active EE | $2,046 | $2,021+1.2% | $2,733-25.1% | $2,756-25.8% |
| Participant deferral / active EE | $3,337 | $2,926+14.0% | $4,000-16.6% | $4,297-22.3% |
| Admin fee / account holder | $857 | $3,687-76.8% | $3,999-78.6% | $6,935-87.6% |