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 | $20,791 | $52,279-60.2% | $89,391-76.7% | $79,858-74.0% |
| Participation rate | 79.2% | 57.5%+21.7pp | 68.0%+11.3pp | 69.6%+9.6pp |
| Annual return | 23.50% | 22.16%+1.3pp | 245.62%-222.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,478 | $2,740+99.9% | $3,890+40.8% | $3,740+46.5% |
| Admin fee / account holder | $340 | $3,356-89.9% | $4,881-93.0% | $5,306-93.6% |