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 | $10,351 | $114,381-91.0% | $107,525-90.4% | $142,382-92.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.73% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,768 | $4,015-56.0% | $3,754-52.9% | $4,299-58.9% |
| Participant deferral / active EE | $3,748 | $5,564-32.6% | $5,116-26.7% | $6,507-42.4% |
| Admin fee / account holder | $332 | $9,860-96.6% | $8,919-96.3% | $12,624-97.4% |