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 | $53,533 | $91,190-41.3% | $178,490-70.0% | $79,858-33.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.84% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,684 | $3,256+43.9% | $5,011-6.5% | $2,471+89.6% |
| Participant deferral / active EE | $2,098 | $3,236-35.2% | $5,202-59.7% | $3,740-43.9% |
| Admin fee / account holder | $427 | $6,751-93.7% | $13,984-96.9% | $5,306-91.9% |