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 | $48,238 | $148,534-67.5% | $135,903-64.5% | $139,434-65.4% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 21.67% | 79.19%-57.5pp | 68.23%-46.6pp | 372.94%-351.3pp |
| Employer contribution / active EE | $3,281 | $5,243-37.4% | $4,856-32.4% | $4,751-30.9% |
| Participant deferral / active EE | $7,470 | $8,100-7.8% | $7,758-3.7% | $6,710+11.3% |
| Admin fee / account holder | $4,380 | $12,400-64.7% | $10,762-59.3% | $11,403-61.6% |