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 | $25,367 | $110,257-77.0% | $96,544-73.7% | $139,434-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.69% | 26.32%-6.6pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,562 | $3,620-56.9% | $2,965-47.3% | $4,751-67.1% |
| Participant deferral / active EE | $4,668 | $5,548-15.9% | $4,851-3.8% | $6,710-30.4% |
| Admin fee / account holder | $365 | $11,591-96.9% | $8,252-95.6% | $11,403-96.8% |