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 | $41,525 | $115,770-64.1% | $101,248-59.0% | $158,922-73.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.16% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $5,291 | $4,175+26.7% | $3,660+44.6% | $4,761+11.1% |
| Participant deferral / active EE | $2,013 | $4,957-59.4% | $4,370-53.9% | $5,982-66.3% |
| Admin fee / account holder | $386 | $7,245-94.7% | $5,945-93.5% | $11,246-96.6% |