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 | $28,940 | $47,479-39.0% | $62,929-54.0% | $82,448-64.9% |
| Participation rate | 96.2% | 66.9%+29.3pp | 73.1%+23.0pp | 68.1%+28.1pp |
| Annual return | 16.17% | 20.34%-4.2pp | 1063.93%-1047.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,751 | $1,885-7.1% | $2,505-30.1% | $2,551-31.4% |
| Participant deferral / active EE | $3,855 | $2,870+34.3% | $3,888-0.9% | $4,139-6.9% |
| Admin fee / account holder | $378 | $3,804-90.1% | $5,065-92.5% | $7,234-94.8% |