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 | $67,285 | $77,899-13.6% | $149,673-55.0% | $75,163-10.5% |
| Participation rate | 79.2% | 65.6%+13.6pp | 78.8%+0.5pp | 67.2%+12.0pp |
| Annual return | 25.15% | 31.72%-6.6pp | 134.42%-109.3pp | 160.62%-135.5pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,621 | $3,411+6.2% | $5,680-36.3% | $4,125-12.2% |
| Admin fee / account holder | $3,210 | $5,956-46.1% | $13,210-75.7% | $5,651-43.2% |