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 | $28,382 | $60,124-52.8% | $90,404-68.6% | $79,858-64.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.70% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,993 | $2,068-3.6% | $3,262-38.9% | $2,471-19.3% |
| Participant deferral / active EE | $2,362 | $2,938-19.6% | $3,963-40.4% | $3,740-36.8% |
| Admin fee / account holder | $1,672 | $3,976-58.0% | $5,611-70.2% | $5,306-68.5% |