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 | $29,799 | $65,365-54.4% | $92,893-67.9% | $72,985-59.2% |
| Participation rate | 89.7% | 68.3%+21.4pp | 76.0%+13.7pp | 69.5%+20.2pp |
| Annual return | 19.36% | 42.10%-22.7pp | 109.41%-90.1pp | 81.00%-61.6pp |
| Employer contribution / active EE | $6,800 | $2,594+162.1% | $3,653+86.2% | $2,440+178.7% |
| Participant deferral / active EE | $1,943 | $3,128-37.9% | $4,236-54.1% | $3,607-46.2% |
| Admin fee / account holder | $2,463 | $4,251-42.1% | $5,794-57.5% | $5,124-51.9% |