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 | $19,065 | $54,558-65.1% | $76,002-74.9% | $74,546-74.4% |
| Participation rate | 74.6% | 60.3%+14.3pp | 69.1%+5.5pp | 67.2%+7.4pp |
| Annual return | 37.30% | 31.83%+5.5pp | 360.07%-322.8pp | 1366.03%-1328.7pp |
| Employer contribution / active EE | $1,500 | $1,778-15.7% | $2,688-44.2% | $2,624-42.9% |
| Participant deferral / active EE | $3,068 | $3,065+0.1% | $4,257-27.9% | $4,347-29.4% |
| Admin fee / account holder | $1,323 | $2,232-40.7% | $6,414-79.4% | $1,944-31.9% |