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 | $30,187 | $71,050-57.5% | $93,606-67.8% | $80,856-62.7% |
| Participation rate | 90.6% | 60.4%+30.2pp | 68.7%+21.9pp | 67.6%+23.0pp |
| Annual return | 12.57% | 11.26%+1.3pp | 133.20%-120.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,037 | $1,564+30.2% | $2,420-15.8% | $2,755-26.1% |
| Participant deferral / active EE | $2,777 | $4,034-31.2% | $4,411-37.1% | $4,296-35.4% |
| Admin fee / account holder | $4,511 | $6,945-35.0% | $8,285-45.5% | $6,918-34.8% |