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 | $36,324 | $48,570-25.2% | $130,648-72.2% | $72,985-50.2% |
| Participation rate | 82.8% | 58.6%+24.2pp | 71.7%+11.0pp | 69.5%+13.3pp |
| Annual return | 23.63% | 38.63%-15.0pp | 1708.96%-1685.3pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,505 | $1,334+12.8% | $4,092-63.2% | $2,440-38.3% |
| Participant deferral / active EE | $4,295 | $2,384+80.2% | $3,603+19.2% | $3,607+19.1% |
| Admin fee / account holder | $2,990 | $3,549-15.8% | $5,464-45.3% | $5,124-41.7% |