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 | $77,368 | $112,881-31.5% | $90,951-14.9% | $158,922-51.3% |
| Participation rate | 89.5% | 74.7%+14.7pp | 69.0%+20.5pp | 82.0%+7.5pp |
| Annual return | 13.99% | 215.79%-201.8pp | 134.60%-120.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $691 | $2,893-76.1% | $2,122-67.5% | $4,761-85.5% |
| Participant deferral / active EE | $5,278 | $4,128+27.9% | $3,373+56.5% | $5,982-11.8% |
| Admin fee / account holder | $1,207 | $8,041-85.0% | $5,959-79.7% | $11,246-89.3% |