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 | $62,029 | $91,190-32.0% | $178,490-65.2% | $79,858-22.3% |
| Participation rate | 77.8% | 69.2%+8.6pp | 81.9%-4.1pp | 69.6%+8.1pp |
| Annual return | 12.64% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,801 | $3,256-44.7% | $5,011-64.1% | $2,471-27.1% |
| Participant deferral / active EE | $4,312 | $3,236+33.2% | $5,202-17.1% | $3,740+15.3% |
| Admin fee / account holder | $3,664 | $6,751-45.7% | $13,984-73.8% | $5,306-30.9% |