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 | $18,977 | $29,660-36.0% | $56,411-66.4% | $80,856-76.5% |
| Participation rate | 77.8% | 41.6%+36.1pp | 52.5%+25.3pp | 67.6%+10.1pp |
| Annual return | 16.63% | 35.23%-18.6pp | 1701.33%-1684.7pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,390 | $669+107.6% | $1,039+33.8% | $2,755-49.5% |
| Participant deferral / active EE | $2,311 | $1,226+88.5% | $1,952+18.4% | $4,296-46.2% |
| Admin fee / account holder | $3,876 | $2,428+59.6% | $2,829+37.0% | $6,918-44.0% |