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 | $59,341 | $198,466-70.1% | $170,442-65.2% | $147,584-59.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.32% | 257.29%-242.0pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,541 | $6,184-75.1% | $5,433-71.6% | $4,876-68.4% |
| Participant deferral / active EE | $8,285 | $5,629+47.2% | $4,939+67.7% | $5,439+52.3% |
| Admin fee / account holder | $7,308 | $16,852-56.6% | $13,880-47.4% | $10,885-32.9% |