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 | $44,338 | $112,881-60.7% | $90,951-51.3% | $158,922-72.1% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 16.10% | 215.79%-199.7pp | 134.60%-118.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,076 | $2,893-28.3% | $2,122-2.2% | $4,761-56.4% |
| Participant deferral / active EE | $8,665 | $4,128+109.9% | $3,373+156.9% | $5,982+44.9% |
| Admin fee / account holder | $946 | $8,041-88.2% | $5,959-84.1% | $11,246-91.6% |