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 | $52,839 | $53,822-1.8% | $75,696-30.2% | $85,850-38.5% |
| Participation rate | 73.2% | 69.1%+4.1pp | 74.8%-1.6pp | 69.3%+3.9pp |
| Annual return | 16.60% | 24.54%-7.9pp | 104.53%-87.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,200 | $2,017+9.1% | $2,743-19.8% | $2,565-14.2% |
| Participant deferral / active EE | $6,449 | $2,895+122.8% | $3,821+68.8% | $3,952+63.2% |
| Admin fee / account holder | $2,146 | $3,343-35.8% | $3,619-40.7% | $6,260-65.7% |