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 | $43,786 | $111,535-60.7% | $105,223-58.4% | $137,256-68.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.00% | 237.85%-219.9pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,758 | $3,939-55.4% | $3,689-52.3% | $4,156-57.7% |
| Participant deferral / active EE | $3,453 | $5,500-37.2% | $5,072-31.9% | $6,407-46.1% |
| Admin fee / account holder | $1,478 | $9,721-84.8% | $8,859-83.3% | $12,270-88.0% |