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 | $29,124 | $48,230-39.6% | $67,502-56.9% | $80,856-64.0% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 13.30% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $9,759 | $2,020+383.2% | $2,731+257.4% | $2,755+254.3% |
| Participant deferral / active EE | $1,945 | $2,924-33.5% | $4,000-51.4% | $4,296-54.7% |
| Admin fee / account holder | $1,417 | $3,681-61.5% | $3,998-64.6% | $6,918-79.5% |