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 | $48,031 | $102,317-53.1% | $146,958-67.3% | $80,856-40.6% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 17.53% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,299 | $3,713-11.1% | $4,933-33.1% | $2,755+19.8% |
| Participant deferral / active EE | $5,968 | $6,644-10.2% | $8,070-26.1% | $4,296+38.9% |
| Admin fee / account holder | $1,329 | $7,941-83.3% | $12,998-89.8% | $6,918-80.8% |