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 | $66,654 | $91,552-27.2% | $133,956-50.2% | $79,858-16.5% |
| Participation rate | 93.0% | 73.3%+19.6pp | 79.8%+13.1pp | 69.6%+23.3pp |
| Annual return | 14.68% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $625 | $2,384-73.8% | $3,919-84.0% | $2,471-74.7% |
| Participant deferral / active EE | $4,169 | $3,733+11.7% | $5,048-17.4% | $3,740+11.5% |
| Admin fee / account holder | $5,783 | $6,321-8.5% | $8,927-35.2% | $5,306+9.0% |