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 | $34,538 | $89,753-61.5% | $107,525-67.9% | $84,808-59.3% |
| Participation rate | 72.7% | 68.1%+4.7pp | 75.1%-2.3pp | 68.3%+4.4pp |
| Annual return | 18.09% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,029 | $3,113-34.8% | $3,754-45.9% | $2,631-22.9% |
| Participant deferral / active EE | $3,045 | $4,056-24.9% | $5,116-40.5% | $4,212-27.7% |
| Admin fee / account holder | $997 | $7,222-86.2% | $8,919-88.8% | $7,344-86.4% |