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 | $23,676 | $99,921-76.3% | $85,009-72.1% | $145,959-83.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.35% | 83.89%-67.5pp | 66.47%-50.1pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,172 | $3,233-63.8% | $2,728-57.1% | $4,661-74.9% |
| Participant deferral / active EE | $2,051 | $5,293-61.3% | $4,522-54.6% | $6,689-69.3% |
| Admin fee / account holder | $2,631 | $7,252-63.7% | $6,153-57.2% | $13,398-80.4% |