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 | $16,043 | $74,888-78.6% | $71,209-77.5% | $142,382-88.7% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 21.18% | 345.14%-324.0pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,248 | $2,854-56.3% | $2,721-54.1% | $4,299-71.0% |
| Participant deferral / active EE | $2,818 | $4,454-36.7% | $4,175-32.5% | $6,507-56.7% |
| Admin fee / account holder | $1,125 | $5,568-79.8% | $5,349-79.0% | $12,624-91.1% |