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 | $21,287 | $85,202-75.0% | $172,739-87.7% | $72,985-70.8% |
| Participation rate | 89.4% | 70.1%+19.3pp | 82.6%+6.7pp | 69.5%+19.9pp |
| Annual return | 19.80% | 27.32%-7.5pp | 802.84%-783.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,071 | $3,324-67.8% | $5,143-79.2% | $2,440-56.1% |
| Participant deferral / active EE | $1,123 | $3,260-65.5% | $5,198-78.4% | $3,607-68.9% |
| Admin fee / account holder | $3,405 | $5,884-42.1% | $13,954-75.6% | $5,124-33.6% |