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 | $28,221 | $98,750-71.4% | $149,696-81.1% | $79,858-64.7% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.5%-11.5pp | 69.6%+1.3pp |
| Annual return | 29.49% | 27.43%+2.1pp | 276.60%-247.1pp | 31.71%-2.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,650 | $5,680+52.3% | $6,842+26.4% | $3,740+131.3% |
| Admin fee / account holder | $1,378 | $6,053-77.2% | $9,309-85.2% | $5,306-74.0% |