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 | $31,388 | $124,319-74.8% | $111,297-71.8% | $167,490-81.3% |
| Participation rate | 90.0% | 79.6%+10.4pp | 77.3%+12.7pp | 82.1%+7.9pp |
| Annual return | 27.36% | 37.44%-10.1pp | 54.65%-27.3pp | 478.56%-451.2pp |
| Employer contribution / active EE | $1,771 | $3,435-48.4% | $2,731-35.1% | $4,837-63.4% |
| Participant deferral / active EE | $6,665 | $5,180+28.6% | $4,487+48.5% | $6,341+5.1% |
| Admin fee / account holder | $622 | $10,618-94.1% | $7,964-92.2% | $12,309-94.9% |