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 | $29,961 | $103,949-71.2% | $69,182-56.7% | $273,961-89.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 114.93% | 35.28%+79.7pp | -21.93%+136.9pp | 41.45%+73.5pp |
| Employer contribution / active EE | $584 | $1,783-67.2% | $1,206-51.6% | $4,869-88.0% |
| Participant deferral / active EE | $1,982 | $2,716-27.0% | $1,897+4.5% | $5,287-62.5% |
| Admin fee / account holder | $474 | $3,671-87.1% | $2,697-82.4% | $10,132-95.3% |