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 | $47,216 | $105,181-55.1% | $159,436-70.4% | $85,850-45.0% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.9pp | 69.3%+18.4pp |
| Annual return | 17.20% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $4,259 | $3,318+28.3% | $4,829-11.8% | $2,565+66.0% |
| Participant deferral / active EE | $6,795 | $5,945+14.3% | $7,352-7.6% | $3,952+71.9% |
| Admin fee / account holder | $1,126 | $6,933-83.8% | $10,799-89.6% | $6,260-82.0% |