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 | $13,348 | $47,479-71.9% | $62,929-78.8% | $82,448-83.8% |
| Participation rate | 81.0% | 66.9%+14.1pp | 73.1%+7.8pp | 68.1%+12.9pp |
| Annual return | 16.17% | 20.34%-4.2pp | 1063.93%-1047.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $826 | $1,885-56.2% | $2,505-67.0% | $2,551-67.6% |
| Participant deferral / active EE | $1,566 | $2,870-45.4% | $3,888-59.7% | $4,139-62.2% |
| Admin fee / account holder | $1,985 | $3,804-47.8% | $5,065-60.8% | $7,234-72.6% |