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 | $46,073 | $106,515-56.7% | $96,683-52.3% | $139,434-67.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 14.63% | 38.43%-23.8pp | 35.69%-21.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,721 | $4,103-33.7% | $3,737-27.2% | $4,751-42.7% |
| Participant deferral / active EE | $5,678 | $5,454+4.1% | $4,878+16.4% | $6,710-15.4% |
| Admin fee / account holder | $15,761 | $7,877+100.1% | $6,730+134.2% | $11,403+38.2% |