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 | $40,578 | $111,814-63.7% | $103,374-60.7% | $145,959-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.89%-12.0pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,051 | $4,214-51.3% | $3,869-47.0% | $4,661-56.0% |
| Participant deferral / active EE | $3,125 | $5,618-44.4% | $5,058-38.2% | $6,689-53.3% |
| Admin fee / account holder | $981 | $9,754-89.9% | $8,394-88.3% | $13,398-92.7% |