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 | $45,740 | $72,071-36.5% | $68,368-33.1% | $137,256-66.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 16.97% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,663 | $2,788-40.3% | $2,649-37.2% | $4,156-60.0% |
| Participant deferral / active EE | $6,523 | $4,410+47.9% | $4,123+58.2% | $6,407+1.8% |
| Admin fee / account holder | $588 | $5,336-89.0% | $5,150-88.6% | $12,270-95.2% |