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 | $52,896 | $102,966-48.6% | $90,281-41.4% | $152,861-65.4% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 19.89% | 95.16%-75.3pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,385 | $3,139-55.9% | $2,854-51.5% | $4,762-70.9% |
| Participant deferral / active EE | $4,418 | $4,281+3.2% | $3,885+13.7% | $5,850-24.5% |
| Admin fee / account holder | $1,265 | $6,171-79.5% | $5,351-76.4% | $11,596-89.1% |