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 | $14,193 | $108,172-86.9% | $77,482-81.7% | $158,922-91.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 19.41% | 31.67%-12.3pp | 54.79%-35.4pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,983 | $1,325+49.7% | $986+101.1% | $4,761-58.3% |
| Participant deferral / active EE | $9,600 | $2,456+290.8% | $1,861+415.8% | $5,982+60.5% |
| Admin fee / account holder | $311 | $3,708-91.6% | $2,858-89.1% | $11,246-97.2% |