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 | $15,399 | $56,114-72.6% | $96,139-84.0% | $85,850-82.1% |
| Participation rate | 93.6% | 56.7%+36.9pp | 68.4%+25.2pp | 69.3%+24.3pp |
| Annual return | 15.54% | 42.30%-26.8pp | 191.94%-176.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $491 | $1,620-69.7% | $2,797-82.4% | $2,565-80.9% |
| Participant deferral / active EE | $3,470 | $2,859+21.4% | $4,349-20.2% | $3,952-12.2% |
| Admin fee / account holder | $853 | $3,768-77.4% | $5,537-84.6% | $6,260-86.4% |