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 | $36,563 | $70,669-48.3% | $169,368-78.4% | $75,163-51.4% |
| Participation rate | 93.7% | 64.8%+28.9pp | 77.1%+16.5pp | 67.2%+26.5pp |
| Annual return | 17.37% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,427 | $2,211+9.8% | $4,013-39.5% | $2,670-9.1% |
| Participant deferral / active EE | $3,354 | $4,311-22.2% | $6,221-46.1% | $4,125-18.7% |
| Admin fee / account holder | $2,315 | $5,402-57.2% | $9,003-74.3% | $5,651-59.0% |