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 | $50,986 | $159,602-68.1% | $150,045-66.0% | $142,382-64.2% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 29.26% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.8pp |
| Employer contribution / active EE | $2,972 | $4,961-40.1% | $4,693-36.7% | $4,299-30.9% |
| Participant deferral / active EE | $5,771 | $8,310-30.6% | $7,997-27.8% | $6,507-11.3% |
| Admin fee / account holder | $1,022 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |