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 | $15,556 | $85,202-81.7% | $172,739-91.0% | $72,985-78.7% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.6%-7.6pp | 69.5%+5.5pp |
| Annual return | 33.69% | 27.32%+6.4pp | 802.84%-769.1pp | 81.00%-47.3pp |
| Employer contribution / active EE | $1,712 | $3,324-48.5% | $5,143-66.7% | $2,440-29.8% |
| Participant deferral / active EE | $3,989 | $3,260+22.4% | $5,198-23.3% | $3,607+10.6% |
| Admin fee / account holder | $996 | $5,884-83.1% | $13,954-92.9% | $5,124-80.6% |