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 | $15,124 | $95,416-84.1% | $185,823-91.9% | $85,850-82.4% |
| Participation rate | 74.1% | 68.8%+5.3pp | 81.7%-7.6pp | 69.3%+4.8pp |
| Annual return | 15.75% | 23.59%-7.8pp | 122.05%-106.3pp | 318.53%-302.8pp |
| Employer contribution / active EE | $795 | $3,314-76.0% | $5,167-84.6% | $2,565-69.0% |
| Participant deferral / active EE | $1,015 | $3,423-70.4% | $5,568-81.8% | $3,952-74.3% |
| Admin fee / account holder | $1,462 | $7,213-79.7% | $16,237-91.0% | $6,260-76.6% |