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 | $41,726 | $89,355-53.3% | $141,162-70.4% | $72,985-42.8% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | 21.84% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $6,894 | $3,114+121.3% | $4,735+45.6% | $2,440+182.5% |
| Participant deferral / active EE | $5,672 | $5,418+4.7% | $6,709-15.5% | $3,607+57.2% |
| Admin fee / account holder | $301 | $5,958-94.9% | $10,261-97.1% | $5,124-94.1% |