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 | $81,629 | $149,734-45.5% | $118,925-31.4% | $158,922-48.6% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 12.99% | 19.95%-7.0pp | 35.88%-22.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,957 | $4,115-52.4% | $3,263-40.0% | $4,761-58.9% |
| Participant deferral / active EE | $3,972 | $5,223-24.0% | $4,265-6.9% | $5,982-33.6% |
| Admin fee / account holder | $1,592 | $8,603-81.5% | $6,581-75.8% | $11,246-85.8% |