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 | $57,161 | $95,971-40.4% | $74,550-23.3% | $135,375-57.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 11.54% | 56.96%-45.4pp | 32.53%-21.0pp | 519.73%-508.2pp |
| Employer contribution / active EE | $1,768 | $2,716-34.9% | $1,961-9.8% | $4,779-63.0% |
| Participant deferral / active EE | $884 | $3,843-77.0% | $3,108-71.6% | $5,609-84.2% |
| Admin fee / account holder | $2,038 | $6,522-68.7% | $5,060-59.7% | $10,827-81.2% |