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 | $28,287 | $89,753-68.5% | $107,525-73.7% | $84,808-66.6% |
| Participation rate | 97.8% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.5pp |
| Annual return | 24.04% | 29.48%-5.4pp | 181.32%-157.3pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,851 | $3,113-40.5% | $3,754-50.7% | $2,631-29.6% |
| Participant deferral / active EE | $4,960 | $4,056+22.3% | $5,116-3.0% | $4,212+17.8% |
| Admin fee / account holder | $1,522 | $7,222-78.9% | $8,919-82.9% | $7,344-79.3% |