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 | $48,488 | $98,240-50.6% | $82,313-41.1% | $147,584-67.1% |
| Participation rate | 94.4% | 79.7%+14.7pp | 76.9%+17.6pp | 82.8%+11.6pp |
| Annual return | 20.31% | 30.85%-10.5pp | 25.88%-5.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,506 | $3,192-21.5% | $2,428+3.2% | $4,876-48.6% |
| Participant deferral / active EE | $6,054 | $4,383+38.1% | $3,706+63.4% | $5,439+11.3% |
| Admin fee / account holder | $2,858 | $8,563-66.6% | $5,608-49.0% | $10,885-73.7% |