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 | $41,623 | $227,553-81.7% | $189,557-78.0% | $167,490-75.1% |
| Participation rate | 88.2% | 82.5%+5.7pp | 78.4%+9.8pp | 82.1%+6.1pp |
| Annual return | 8.89% | 78.40%-69.5pp | 64.17%-55.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,874 | $5,316-64.7% | $4,412-57.5% | $4,837-61.3% |
| Participant deferral / active EE | $4,375 | $7,002-37.5% | $6,174-29.1% | $6,341-31.0% |
| Admin fee / account holder | $627 | $11,878-94.7% | $9,807-93.6% | $12,309-94.9% |