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 | $42,208 | $77,314-45.4% | $177,989-76.3% | $80,856-47.8% |
| Participation rate | 88.2% | 65.7%+22.5pp | 77.1%+11.2pp | 67.6%+20.6pp |
| Annual return | 11.97% | 18.09%-6.1pp | 294.48%-282.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,277 | $2,292-0.7% | $3,949-42.3% | $2,755-17.4% |
| Participant deferral / active EE | $2,842 | $4,411-35.6% | $6,276-54.7% | $4,296-33.8% |
| Admin fee / account holder | $5,786 | $7,191-19.5% | $10,363-44.2% | $6,918-16.4% |