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 | $30,870 | $65,561-52.9% | $86,188-64.2% | $75,163-58.9% |
| Participation rate | 80.0% | 60.5%+19.5pp | 69.0%+11.0pp | 67.2%+12.8pp |
| Annual return | 18.04% | 46.05%-28.0pp | 1168.45%-1150.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $844 | $1,553-45.6% | $2,380-64.5% | $2,670-68.4% |
| Participant deferral / active EE | $4,853 | $3,024+60.5% | $3,985+21.8% | $4,125+17.6% |
| Admin fee / account holder | $1,730 | $5,474-68.4% | $6,852-74.7% | $5,651-69.4% |