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 | $44,657 | $95,416-53.2% | $185,823-76.0% | $85,850-48.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.30% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,257 | $3,314-31.9% | $5,167-56.3% | $2,565-12.0% |
| Participant deferral / active EE | $2,007 | $3,423-41.4% | $5,568-64.0% | $3,952-49.2% |
| Admin fee / account holder | $471 | $7,213-93.5% | $16,237-97.1% | $6,260-92.5% |