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 | $34,279 | $89,753-61.8% | $107,525-68.1% | $84,808-59.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.48% | 29.48%-14.0pp | 181.32%-165.8pp | 40.90%-25.4pp |
| Employer contribution / active EE | $11,604 | $3,113+272.7% | $3,754+209.1% | $2,631+341.0% |
| Participant deferral / active EE | $2,396 | $4,056-40.9% | $5,116-53.2% | $4,212-43.1% |
| Admin fee / account holder | $3,495 | $7,222-51.6% | $8,919-60.8% | $7,344-52.4% |