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 | $24,044 | $89,355-73.1% | $141,162-83.0% | $72,985-67.1% |
| Participation rate | 82.4% | 75.1%+7.2pp | 82.5%-0.1pp | 69.5%+12.9pp |
| Annual return | 36.12% | 111.85%-75.7pp | 71.39%-35.3pp | 81.00%-44.9pp |
| Employer contribution / active EE | $2,215 | $3,114-28.9% | $4,735-53.2% | $2,440-9.2% |
| Participant deferral / active EE | $4,363 | $5,418-19.5% | $6,709-35.0% | $3,607+20.9% |
| Admin fee / account holder | $399 | $5,958-93.3% | $10,261-96.1% | $5,124-92.2% |