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 | $36,317 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 21.97% | 56.14%-34.2pp | 46.47%-24.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,886 | $4,175-54.8% | $3,660-48.5% | $4,761-60.4% |
| Participant deferral / active EE | $3,207 | $4,957-35.3% | $4,370-26.6% | $5,982-46.4% |
| Admin fee / account holder | $1,305 | $7,245-82.0% | $5,945-78.0% | $11,246-88.4% |