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 | $21,494 | $107,934-80.1% | $91,989-76.6% | $152,861-85.9% |
| Participation rate | 70.8% | 81.2%-10.3pp | 78.6%-7.8pp | 82.4%-11.6pp |
| Annual return | 21.38% | 89.24%-67.9pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,924 | $4,210-30.5% | $3,452-15.3% | $4,762-38.6% |
| Participant deferral / active EE | $7,755 | $6,364+21.9% | $5,923+30.9% | $5,850+32.6% |
| Admin fee / account holder | $5,310 | $10,520-49.5% | $7,743-31.4% | $11,596-54.2% |