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 | $71,929 | $133,922-46.3% | $116,228-38.1% | $142,382-49.5% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 18.09% | 147.76%-129.7pp | 90.06%-72.0pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,742 | $3,446-20.4% | $2,994-8.4% | $4,299-36.2% |
| Participant deferral / active EE | $5,623 | $5,672-0.9% | $4,953+13.5% | $6,507-13.6% |
| Admin fee / account holder | $1,754 | $14,945-88.3% | $11,989-85.4% | $12,624-86.1% |