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 | $21,019 | $115,770-81.8% | $101,248-79.2% | $158,922-86.8% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 20.55% | 56.14%-35.6pp | 46.47%-25.9pp | 302.83%-282.3pp |
| Employer contribution / active EE | $2,203 | $4,175-47.2% | $3,660-39.8% | $4,761-53.7% |
| Participant deferral / active EE | $4,046 | $4,957-18.4% | $4,370-7.4% | $5,982-32.4% |
| Admin fee / account holder | $558 | $7,245-92.3% | $5,945-90.6% | $11,246-95.0% |