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 | $51,829 | $133,922-61.3% | $116,228-55.4% | $142,382-63.6% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 19.49% | 147.76%-128.3pp | 90.06%-70.6pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,157 | $3,446-8.4% | $2,994+5.4% | $4,299-26.6% |
| Participant deferral / active EE | $7,213 | $5,672+27.2% | $4,953+45.6% | $6,507+10.8% |
| Admin fee / account holder | $10,364 | $14,945-30.6% | $11,989-13.6% | $12,624-17.9% |