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 | $30,625 | $69,207-55.7% | $64,056-52.2% | $139,434-78.0% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 15.90% | 45.88%-30.0pp | 33.69%-17.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,400 | $3,182+38.3% | $2,747+60.2% | $4,751-7.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,880-100.0% | $6,710-100.0% |
| Admin fee / account holder | $444 | $4,244-89.5% | $3,068-85.5% | $11,403-96.1% |