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 | $16,690 | $202,432-91.8% | $169,368-90.1% | $139,434-88.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.21% | 531.74%-512.5pp | 405.60%-386.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,482 | $4,692-68.4% | $4,013-63.1% | $4,751-68.8% |
| Participant deferral / active EE | $3,064 | $6,938-55.8% | $6,221-50.8% | $6,710-54.3% |
| Admin fee / account holder | $511 | $10,708-95.2% | $9,003-94.3% | $11,403-95.5% |