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 | $15,042 | $107,934-86.1% | $91,989-83.6% | $152,861-90.2% |
| Participation rate | 88.2% | 81.2%+7.1pp | 78.6%+9.6pp | 82.4%+5.8pp |
| Annual return | 21.66% | 89.24%-67.6pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,485 | $4,210-64.7% | $3,452-57.0% | $4,762-68.8% |
| Participant deferral / active EE | $2,210 | $6,364-65.3% | $5,923-62.7% | $5,850-62.2% |
| Admin fee / account holder | $1,235 | $10,520-88.3% | $7,743-84.1% | $11,596-89.4% |