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 | $45,164 | $59,101-23.6% | $77,163-41.5% | $75,163-39.9% |
| Participation rate | 97.6% | 63.9%+33.7pp | 69.6%+28.0pp | 67.2%+30.4pp |
| Annual return | 20.65% | 26.71%-6.1pp | 37.87%-17.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,655 | $1,995+133.3% | $2,535+83.6% | $2,670+74.4% |
| Participant deferral / active EE | $6,079 | $2,999+102.7% | $3,833+58.6% | $4,125+47.4% |
| Admin fee / account holder | $720 | $4,774-84.9% | $5,472-86.8% | $5,651-87.3% |