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 | $22,053 | $56,053-60.7% | $75,972-71.0% | $80,856-72.7% |
| Participation rate | 98.5% | 62.0%+36.5pp | 69.1%+29.5pp | 67.6%+30.9pp |
| Annual return | 12.56% | 20.53%-8.0pp | 359.55%-347.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,479 | $1,874-21.1% | $2,685-44.9% | $2,755-46.3% |
| Participant deferral / active EE | $2,351 | $3,052-23.0% | $4,255-44.8% | $4,296-45.3% |
| Admin fee / account holder | $3,664 | $5,234-30.0% | $6,467-43.3% | $6,918-47.0% |