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 | $59,023 | $111,535-47.1% | $105,223-43.9% | $137,256-57.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.19% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,627 | $3,939-58.7% | $3,689-55.9% | $4,156-60.9% |
| Participant deferral / active EE | $2,788 | $5,500-49.3% | $5,072-45.0% | $6,407-56.5% |
| Admin fee / account holder | $2,055 | $9,721-78.9% | $8,859-76.8% | $12,270-83.3% |