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 | $44,831 | $123,793-63.8% | $177,821-74.8% | $79,858-43.9% |
| Participation rate | 73.9% | 84.7%-10.7pp | 87.7%-13.8pp | 69.6%+4.3pp |
| Annual return | 53.58% | 22.82%+30.8pp | 48.32%+5.3pp | 31.71%+21.9pp |
| Employer contribution / active EE | $3,101 | $4,095-24.3% | $5,918-47.6% | $2,471+25.5% |
| Participant deferral / active EE | $6,143 | $5,956+3.1% | $7,714-20.4% | $3,740+64.3% |
| Admin fee / account holder | $2,702 | $7,243-62.7% | $12,427-78.3% | $5,306-49.1% |