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 | $54,079 | $105,931-48.9% | $81,930-34.0% | $158,922-66.0% |
| Participation rate | 76.5% | 75.6%+0.9pp | 72.0%+4.5pp | 82.0%-5.5pp |
| Annual return | 175.27% | 38.17%+137.1pp | 29.49%+145.8pp | 302.83%-127.6pp |
| Employer contribution / active EE | $1,336 | $7,800-82.9% | $4,310-69.0% | $4,761-71.9% |
| Participant deferral / active EE | $2,021 | $13,003-84.5% | $7,107-71.6% | $5,982-66.2% |
| Admin fee / account holder | $947 | $8,489-88.8% | $5,158-81.6% | $11,246-91.6% |