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 | $28,509 | $101,069-71.8% | $81,478-65.0% | $147,584-80.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.40% | 32.40%-18.0pp | 38.78%-24.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $2,136 | $3,205-33.4% | $2,568-16.8% | $4,876-56.2% |
| Participant deferral / active EE | $2,365 | $4,242-44.2% | $3,537-33.1% | $5,439-56.5% |
| Admin fee / account holder | $1,971 | $5,812-66.1% | $4,561-56.8% | $10,885-81.9% |