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 | $7,250 | $58,208-87.5% | $81,812-91.1% | $80,856-91.0% |
| Participation rate | 86.7% | 63.4%+23.3pp | 72.3%+14.3pp | 67.6%+19.0pp |
| Annual return | 11.42% | 41.66%-30.2pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $848 | $2,340-63.8% | $2,912-70.9% | $2,755-69.2% |
| Participant deferral / active EE | $1,439 | $3,281-56.1% | $4,319-66.7% | $4,296-66.5% |
| Admin fee / account holder | $1,186 | $4,981-76.2% | $7,386-83.9% | $6,918-82.9% |