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 | $29,280 | $114,381-74.4% | $107,525-72.8% | $142,382-79.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.76% | 242.71%-212.0pp | 181.32%-150.6pp | 217.08%-186.3pp |
| Employer contribution / active EE | $1,548 | $4,015-61.4% | $3,754-58.8% | $4,299-64.0% |
| Participant deferral / active EE | $3,591 | $5,564-35.5% | $5,116-29.8% | $6,507-44.8% |
| Admin fee / account holder | $1,380 | $9,860-86.0% | $8,919-84.5% | $12,624-89.1% |