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 | $19,492 | $112,881-82.7% | $90,951-78.6% | $158,922-87.7% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 20.09% | 215.79%-195.7pp | 134.60%-114.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $1,423 | $2,893-50.8% | $2,122-32.9% | $4,761-70.1% |
| Participant deferral / active EE | $4,967 | $4,128+20.3% | $3,373+47.3% | $5,982-17.0% |
| Admin fee / account holder | $1,386 | $8,041-82.8% | $5,959-76.7% | $11,246-87.7% |