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 | $41,989 | $126,574-66.8% | $106,213-60.5% | $145,922-71.2% |
| Participation rate | 95.0% | 77.6%+17.4pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 19.39% | 224.79%-205.4pp | 116.14%-96.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,685 | $3,730-54.8% | $3,171-46.9% | $4,660-63.8% |
| Participant deferral / active EE | $3,229 | $5,724-43.6% | $5,016-35.6% | $6,688-51.7% |
| Admin fee / account holder | $3,911 | $17,304-77.4% | $11,033-64.6% | $13,397-70.8% |