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 | $39,722 | $87,013-54.3% | $106,213-62.6% | $80,856-50.9% |
| Participation rate | 80.0% | 70.4%+9.6pp | 75.3%+4.7pp | 67.6%+12.4pp |
| Annual return | 15.27% | 17.05%-1.8pp | 116.14%-100.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,670 | $2,395+11.5% | $3,171-15.8% | $2,755-3.1% |
| Participant deferral / active EE | $1,987 | $3,986-50.2% | $5,016-60.4% | $4,296-53.7% |
| Admin fee / account holder | $703 | $8,431-91.7% | $11,033-93.6% | $6,918-89.8% |