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 | $21,451 | $49,922-57.0% | $80,569-73.4% | $75,163-71.5% |
| Participation rate | 90.0% | 55.3%+34.7pp | 67.0%+23.0pp | 67.2%+22.8pp |
| Annual return | 27.86% | 34.69%-6.8pp | 935.43%-907.6pp | 160.62%-132.8pp |
| Employer contribution / active EE | $2,318 | $1,698+36.5% | $2,723-14.9% | $2,670-13.2% |
| Participant deferral / active EE | $4,362 | $2,990+45.9% | $4,447-1.9% | $4,125+5.7% |
| Admin fee / account holder | $850 | $3,577-76.2% | $5,377-84.2% | $5,651-85.0% |