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 | $19,618 | $95,416-79.4% | $185,823-89.4% | $85,850-77.1% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 19.94% | 23.59%-3.6pp | 122.05%-102.1pp | 318.53%-298.6pp |
| Employer contribution / active EE | $3,502 | $3,314+5.7% | $5,167-32.2% | $2,565+36.5% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $912 | $7,213-87.3% | $16,237-94.4% | $6,260-85.4% |