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 | $22,368 | $48,230-53.6% | $67,502-66.9% | $80,856-72.3% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.6%+22.4pp |
| Annual return | 15.75% | 18.28%-2.5pp | 3512.12%-3496.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,568 | $2,020-22.4% | $2,731-42.6% | $2,755-43.1% |
| Participant deferral / active EE | $3,679 | $2,924+25.8% | $4,000-8.0% | $4,296-14.3% |
| Admin fee / account holder | $4,735 | $3,681+28.6% | $3,998+18.5% | $6,918-31.6% |