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 | $76,646 | $98,750-22.4% | $149,696-48.8% | $79,858-4.0% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.5%+9.4pp | 69.6%+22.3pp |
| Annual return | 14.39% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,410 | $5,680+65.7% | $6,842+37.5% | $3,740+151.6% |
| Admin fee / account holder | $9,199 | $6,053+52.0% | $9,309-1.2% | $5,306+73.4% |