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 | $28,739 | $85,022-66.2% | $70,515-59.2% | $139,434-79.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 17.95% | 30.38%-12.4pp | 32.77%-14.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $8,509 | $3,909+117.7% | $2,973+186.2% | $4,751+79.1% |
| Participant deferral / active EE | $4,638 | $5,890-21.3% | $4,567+1.6% | $6,710-30.9% |
| Admin fee / account holder | $751 | $8,906-91.6% | $6,412-88.3% | $11,403-93.4% |