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 | $17,243 | $58,234-70.4% | $81,783-78.9% | $80,874-78.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.26% | 41.70%-29.4pp | 775.05%-762.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $1,892 | $2,341-19.2% | $2,913-35.1% | $2,756-31.4% |
| Participant deferral / active EE | $2,107 | $3,283-35.8% | $4,320-51.2% | $4,297-51.0% |
| Admin fee / account holder | $316 | $4,982-93.7% | $7,380-95.7% | $6,935-95.4% |