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 | $18,469 | $52,279-64.7% | $89,391-79.3% | $79,858-76.9% |
| Participation rate | 92.5% | 57.5%+34.9pp | 68.0%+24.5pp | 69.6%+22.8pp |
| Annual return | 18.63% | 22.16%-3.5pp | 245.62%-227.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,107 | $1,572+34.1% | $2,586-18.5% | $2,471-14.7% |
| Participant deferral / active EE | $3,408 | $2,740+24.4% | $3,890-12.4% | $3,740-8.9% |
| Admin fee / account holder | $1,405 | $3,356-58.1% | $4,881-71.2% | $5,306-73.5% |