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 | $21,724 | $211,958-89.8% | $169,463-87.2% | $135,375-84.0% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | 101.20% | 3.26%+97.9pp | 1.83%+99.4pp | 519.73%-418.5pp |
| Employer contribution / active EE | $494 | $5,120-90.4% | $4,159-88.1% | $4,779-89.7% |
| Participant deferral / active EE | $3,542 | $6,075-41.7% | $5,277-32.9% | $5,609-36.9% |
| Admin fee / account holder | $7,132 | $11,471-37.8% | $9,109-21.7% | $10,827-34.1% |