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 | $26,259 | $88,672-70.4% | $105,223-75.0% | $82,448-68.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.52% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $9,609 | $3,048+215.3% | $3,689+160.5% | $2,551+276.7% |
| Participant deferral / active EE | $3,597 | $4,036-10.9% | $5,072-29.1% | $4,139-13.1% |
| Admin fee / account holder | $3,101 | $7,146-56.6% | $8,859-65.0% | $7,234-57.1% |