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 | $78,534 | $29,660+164.8% | $56,411+39.2% | $80,856-2.9% |
| Participation rate | 77.4% | 41.6%+35.8pp | 52.5%+25.0pp | 67.6%+9.8pp |
| Annual return | 24.93% | 35.23%-10.3pp | 1701.33%-1676.4pp | 35.59%-10.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,899 | $1,226+136.4% | $1,952+48.5% | $4,296-32.5% |
| Admin fee / account holder | $2,533 | $2,428+4.3% | $2,829-10.5% | $6,918-63.4% |