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 | $47,693 | $91,538-47.9% | $129,995-63.3% | $75,163-36.5% |
| Participation rate | 95.7% | 71.4%+24.3pp | 78.5%+17.3pp | 67.2%+28.6pp |
| Annual return | 18.63% | -631.11%+649.7pp | -137.18%+155.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $2,718 | $2,845-4.5% | $4,320-37.1% | $2,670+1.8% |
| Participant deferral / active EE | $6,537 | $4,341+50.6% | $5,820+12.3% | $4,125+58.5% |
| Admin fee / account holder | $1,832 | $6,790-73.0% | $10,614-82.7% | $5,651-67.6% |