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 | $31,209 | $109,881-71.6% | $150,045-79.2% | $84,808-63.2% |
| Participation rate | 84.2% | 76.1%+8.1pp | 82.3%+1.9pp | 68.3%+15.9pp |
| Annual return | 16.83% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,268 | $3,561-36.3% | $4,693-51.7% | $2,631-13.8% |
| Participant deferral / active EE | $6,224 | $6,636-6.2% | $7,997-22.2% | $4,212+47.8% |
| Admin fee / account holder | $6,484 | $8,568-24.3% | $13,435-51.7% | $7,344-11.7% |