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 | $48,795-72.6% | $65,493-79.6% | $84,808-84.3% |
| Participation rate | 81.0% | 67.0%+14.0pp | 73.1%+7.9pp | 68.3%+12.6pp |
| Annual return | 16.17% | 20.20%-4.0pp | 982.45%-966.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $826 | $1,930-57.2% | $2,574-67.9% | $2,631-68.6% |
| Participant deferral / active EE | $1,566 | $2,928-46.5% | $3,961-60.5% | $4,212-62.8% |
| Admin fee / account holder | $1,985 | $3,877-48.8% | $5,028-60.5% | $7,344-73.0% |