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 | $132,634-60.9% | $115,768-55.2% | $137,256-62.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 19.49% | 160.70%-141.2pp | 100.46%-81.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,157 | $3,360-6.0% | $2,940+7.4% | $4,156-24.0% |
| Participant deferral / active EE | $7,213 | $5,619+28.4% | $4,917+46.7% | $6,407+12.6% |
| Admin fee / account holder | $10,364 | $15,028-31.0% | $12,439-16.7% | $12,270-15.5% |