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 | $61,375 | $132,634-53.7% | $115,768-47.0% | $137,256-55.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.92% | 160.70%-147.8pp | 100.46%-87.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,052 | $3,360-38.9% | $2,940-30.2% | $4,156-50.6% |
| Participant deferral / active EE | $3,884 | $5,619-30.9% | $4,917-21.0% | $6,407-39.4% |
| Admin fee / account holder | $9,808 | $15,028-34.7% | $12,439-21.2% | $12,270-20.1% |