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 | $38,367 | $65,041-41.0% | $90,951-57.8% | $79,858-52.0% |
| Participation rate | 72.1% | 61.6%+10.5pp | 69.0%+3.1pp | 69.6%+2.5pp |
| Annual return | 19.99% | 30.45%-10.5pp | 134.60%-114.6pp | 31.71%-11.7pp |
| Employer contribution / active EE | $2,155 | $1,247+72.8% | $2,122+1.6% | $2,471-12.8% |
| Participant deferral / active EE | $4,348 | $2,512+73.1% | $3,373+28.9% | $3,740+16.3% |
| Admin fee / account holder | $852 | $4,536-81.2% | $5,959-85.7% | $5,306-83.9% |