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 | $47,913 | $54,517-12.1% | $75,972-36.9% | $74,495-35.7% |
| Participation rate | 77.3% | 60.3%+17.0pp | 69.1%+8.2pp | 67.2%+10.1pp |
| Annual return | 14.70% | 31.82%-17.1pp | 359.55%-344.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,465 | $1,777+38.7% | $2,685-8.2% | $2,623-6.0% |
| Participant deferral / active EE | $5,102 | $3,066+66.4% | $4,255+19.9% | $4,346+17.4% |
| Admin fee / account holder | $5,182 | $2,229+132.5% | $6,467-19.9% | $1,942+166.9% |