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 | $24,032 | $91,190-73.6% | $178,490-86.5% | $79,858-69.9% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 16.39% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $966 | $3,256-70.3% | $5,011-80.7% | $2,471-60.9% |
| Participant deferral / active EE | $2,993 | $3,236-7.5% | $5,202-42.5% | $3,740-20.0% |
| Admin fee / account holder | $2,833 | $6,751-58.0% | $13,984-79.7% | $5,306-46.6% |