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 | $30,451 | $53,516-43.1% | $126,539-75.9% | $84,808-64.1% |
| Participation rate | 87.2% | 58.2%+28.9pp | 69.8%+17.4pp | 68.3%+18.9pp |
| Annual return | 19.78% | 58.34%-38.6pp | 425.95%-406.2pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,257 | $1,535+47.1% | $3,674-38.6% | $2,631-14.2% |
| Participant deferral / active EE | $3,831 | $2,671+43.5% | $4,083-6.2% | $4,212-9.0% |
| Admin fee / account holder | $1,955 | $4,497-56.5% | $6,065-67.8% | $7,344-73.4% |