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 | $50,384 | $115,770-56.5% | $101,248-50.2% | $158,922-68.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 16.10% | 56.14%-40.0pp | 46.47%-30.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,782 | $4,175-57.3% | $3,660-51.3% | $4,761-62.6% |
| Participant deferral / active EE | $5,882 | $4,957+18.6% | $4,370+34.6% | $5,982-1.7% |
| Admin fee / account holder | $2,677 | $7,245-63.0% | $5,945-55.0% | $11,246-76.2% |