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 | $30,377 | $63,346-52.0% | $92,233-67.1% | $70,131-56.7% |
| Participation rate | 82.2% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.7pp |
| Annual return | 16.02% | 530.12%-514.1pp | 176.28%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $545 | $2,471-77.9% | $3,679-85.2% | $2,342-76.7% |
| Participant deferral / active EE | $2,302 | $2,854-19.3% | $3,897-40.9% | $3,332-30.9% |
| Admin fee / account holder | $1,139 | $3,840-70.4% | $5,194-78.1% | $4,645-75.5% |