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 | $40,060 | $89,753-55.4% | $107,525-62.7% | $84,808-52.8% |
| Participation rate | 95.3% | 68.1%+27.3pp | 75.1%+20.3pp | 68.3%+27.0pp |
| Annual return | 16.41% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,207 | $3,113+3.0% | $3,754-14.6% | $2,631+21.9% |
| Participant deferral / active EE | $5,827 | $4,056+43.7% | $5,116+13.9% | $4,212+38.4% |
| Admin fee / account holder | $899 | $7,222-87.5% | $8,919-89.9% | $7,344-87.8% |