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 | $26,507 | $72,071-63.2% | $68,368-61.2% | $137,256-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.23% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,460 | $2,788-11.8% | $2,649-7.1% | $4,156-40.8% |
| Participant deferral / active EE | $4,092 | $4,410-7.2% | $4,123-0.7% | $6,407-36.1% |
| Admin fee / account holder | $2,863 | $5,336-46.3% | $5,150-44.4% | $12,270-76.7% |