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 | $29,866 | $108,172-72.4% | $77,482-61.5% | $158,922-81.2% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 18.59% | 31.67%-13.1pp | 54.79%-36.2pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,590 | $1,325+20.0% | $986+61.2% | $4,761-66.6% |
| Participant deferral / active EE | $3,195 | $2,456+30.1% | $1,861+71.7% | $5,982-46.6% |
| Admin fee / account holder | $583 | $3,708-84.3% | $2,858-79.6% | $11,246-94.8% |