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 | $47,444 | $103,376-54.1% | $87,100-45.5% | $152,861-69.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 92.05% | 28.10%+64.0pp | 28.19%+63.9pp | 345.32%-253.3pp |
| Employer contribution / active EE | $2,016 | $3,220-37.4% | $2,521-20.0% | $4,762-57.7% |
| Participant deferral / active EE | $3,097 | $4,778-35.2% | $4,049-23.5% | $5,850-47.1% |
| Admin fee / account holder | $3,665 | $12,205-70.0% | $7,497-51.1% | $11,596-68.4% |