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 | $44,921 | $85,202-47.3% | $172,739-74.0% | $72,985-38.5% |
| Participation rate | 80.6% | 70.1%+10.5pp | 82.6%-2.0pp | 69.5%+11.1pp |
| Annual return | 21.33% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,094 | $3,324-67.1% | $5,143-78.7% | $2,440-55.2% |
| Participant deferral / active EE | $2,626 | $3,260-19.4% | $5,198-49.5% | $3,607-27.2% |
| Admin fee / account holder | $1,970 | $5,884-66.5% | $13,954-85.9% | $5,124-61.6% |