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 | $26,292 | $63,346-58.5% | $92,233-71.5% | $70,131-62.5% |
| Participation rate | 96.6% | 68.7%+27.9pp | 76.5%+20.1pp | 69.5%+27.1pp |
| Annual return | 14.50% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,708 | $2,471+9.6% | $3,679-26.4% | $2,342+15.6% |
| Participant deferral / active EE | $4,195 | $2,854+47.0% | $3,897+7.6% | $3,332+25.9% |
| Admin fee / account holder | $6,097 | $3,840+58.8% | $5,194+17.4% | $4,645+31.3% |