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 | $26,286 | $52,353-49.8% | $120,225-78.1% | $82,448-68.1% |
| Participation rate | 84.9% | 58.3%+26.6pp | 69.6%+15.3pp | 68.1%+16.8pp |
| Annual return | 17.70% | 61.85%-44.2pp | 439.23%-421.5pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,093 | $1,510-27.6% | $3,475-68.6% | $2,551-57.2% |
| Participant deferral / active EE | $1,645 | $2,627-37.4% | $3,999-58.9% | $4,139-60.3% |
| Admin fee / account holder | $4,330 | $4,363-0.8% | $5,696-24.0% | $7,234-40.1% |