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 | $35,648 | $110,261-67.7% | $95,745-62.8% | $139,434-74.4% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 15.98% | 27.11%-11.1pp | 28.35%-12.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,472 | $3,257+98.7% | $2,835+128.3% | $4,751+36.2% |
| Participant deferral / active EE | $10,681 | $4,676+128.4% | $4,245+151.6% | $6,710+59.2% |
| Admin fee / account holder | $409 | $6,613-93.8% | $5,678-92.8% | $11,403-96.4% |