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 | $25,931 | $133,922-80.6% | $116,228-77.7% | $142,382-81.8% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 26.66% | 147.76%-121.1pp | 90.06%-63.4pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,486 | $3,446-27.8% | $2,994-17.0% | $4,299-42.2% |
| Participant deferral / active EE | $3,037 | $5,672-46.5% | $4,953-38.7% | $6,507-53.3% |
| Admin fee / account holder | $2,643 | $14,945-82.3% | $11,989-78.0% | $12,624-79.1% |