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 | $33,171 | $49,280-32.7% | $67,313-50.7% | $64,186-48.3% |
| Participation rate | 90.0% | 60.8%+29.2pp | 69.1%+20.9pp | 69.6%+20.4pp |
| Annual return | 95.02% | -1.39%+96.4pp | -4.08%+99.1pp | 7.63%+87.4pp |
| Employer contribution / active EE | $982 | $1,668-41.2% | $2,566-61.7% | $2,381-58.8% |
| Participant deferral / active EE | $2,227 | $2,484-10.4% | $3,568-37.6% | $3,470-35.8% |
| Admin fee / account holder | $3,862 | $3,8630% | $4,507-14.3% | $4,888-21.0% |