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 | $34,485 | $82,664-58.3% | $125,339-72.5% | $68,494-49.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | 34.78% | -5.97%+40.8pp | 572.05%-537.3pp | -7.84%+42.6pp |
| Employer contribution / active EE | $3,736 | $3,381+10.5% | $4,814-22.4% | $2,596+43.9% |
| Participant deferral / active EE | $9,517 | $6,110+55.8% | $7,446+27.8% | $4,027+136.3% |
| Admin fee / account holder | $2,067 | $6,275-67.1% | $10,010-79.4% | $5,403-61.7% |