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 | $12,428 | $51,638-75.9% | $68,368-81.8% | $82,448-84.9% |
| Participation rate | 94.6% | 63.6%+31.0pp | 73.8%+20.8pp | 68.1%+26.5pp |
| Annual return | 19.15% | 37.53%-18.4pp | 292.57%-273.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,785 | $2,047-12.8% | $2,649-32.6% | $2,551-30.0% |
| Participant deferral / active EE | $2,607 | $2,914-10.5% | $4,123-36.8% | $4,139-37.0% |
| Admin fee / account holder | $1,055 | $4,643-77.3% | $5,150-79.5% | $7,234-85.4% |