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 | $17,750 | $58,208-69.5% | $81,812-78.3% | $80,856-78.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 19.91% | 41.66%-21.7pp | 773.79%-753.9pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,268 | $2,340-45.8% | $2,912-56.5% | $2,755-54.0% |
| Participant deferral / active EE | $3,194 | $3,281-2.6% | $4,319-26.0% | $4,296-25.6% |
| Admin fee / account holder | $1,680 | $4,981-66.3% | $7,386-77.3% | $6,918-75.7% |