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 | $31,564 | $98,240-67.9% | $82,313-61.7% | $147,584-78.6% |
| Participation rate | 92.3% | 79.7%+12.6pp | 76.9%+15.4pp | 82.8%+9.5pp |
| Annual return | 19.90% | 30.85%-11.0pp | 25.88%-6.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $2,461 | $3,192-22.9% | $2,428+1.3% | $4,876-49.5% |
| Participant deferral / active EE | $4,427 | $4,383+1.0% | $3,706+19.4% | $5,439-18.6% |
| Admin fee / account holder | $1,997 | $8,563-76.7% | $5,608-64.4% | $10,885-81.7% |