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 | $28,227 | $116,175-75.7% | $93,606-69.8% | $152,861-81.5% |
| Participation rate | 78.9% | 78.0%+0.9pp | 75.8%+3.1pp | 82.4%-3.5pp |
| Annual return | 23.87% | 35.96%-12.1pp | 32.76%-8.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,720 | $3,218-46.5% | $2,718-36.7% | $4,762-63.9% |
| Participant deferral / active EE | $2,648 | $4,603-42.5% | $4,069-34.9% | $5,850-54.7% |
| Admin fee / account holder | $568 | $10,748-94.7% | $7,888-92.8% | $11,596-95.1% |