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 | $18,433 | $108,919-83.1% | $100,391-81.6% | $145,922-87.4% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 14.65% | 57.88%-43.2pp | 49.20%-34.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,374 | $4,419-46.3% | $3,942-39.8% | $4,660-49.0% |
| Participant deferral / active EE | $3,264 | $8,445-61.4% | $8,082-59.6% | $6,688-51.2% |
| Admin fee / account holder | $691 | $9,689-92.9% | $7,899-91.3% | $13,397-94.8% |