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 | $22,692 | $51,175-55.7% | $70,515-67.8% | $75,163-69.8% |
| Participation rate | 96.0% | 60.9%+35.1pp | 68.3%+27.7pp | 67.2%+28.8pp |
| Annual return | 24.83% | 30.02%-5.2pp | 32.77%-7.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $8,774 | $1,826+380.5% | $2,973+195.1% | $2,670+228.6% |
| Participant deferral / active EE | $5,020 | $2,849+76.2% | $4,567+9.9% | $4,125+21.7% |
| Admin fee / account holder | $1,555 | $4,091-62.0% | $6,412-75.7% | $5,651-72.5% |