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 | $53,891 | $105,859-49.1% | $90,160-40.2% | $147,584-63.5% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 13.32% | 37.63%-24.3pp | 34.88%-21.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $607 | $4,126-85.3% | $3,318-81.7% | $4,876-87.5% |
| Participant deferral / active EE | $3,532 | $5,733-38.4% | $5,288-33.2% | $5,439-35.1% |
| Admin fee / account holder | $2,239 | $8,046-72.2% | $5,943-62.3% | $10,885-79.4% |