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 | $54,112 | $100,901-46.4% | $75,670-28.5% | $147,584-63.3% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.3%+15.2pp | 82.8%+4.7pp |
| Annual return | 14.47% | 35.78%-21.3pp | 27.34%-12.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,849 | $3,253-43.2% | $2,352-21.4% | $4,876-62.1% |
| Participant deferral / active EE | $3,215 | $4,027-20.2% | $3,142+2.3% | $5,439-40.9% |
| Admin fee / account holder | $3,809 | $11,285-66.2% | $5,800-34.3% | $10,885-65.0% |