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 | $57,248 | $50,082+14.3% | $93,406-38.7% | $79,858-28.3% |
| Participation rate | 88.2% | 60.9%+27.3pp | 66.8%+21.4pp | 69.6%+18.6pp |
| Annual return | 17.66% | 24.59%-6.9pp | 78.05%-60.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $324 | $1,303-75.1% | $2,075-84.4% | $2,471-86.9% |
| Participant deferral / active EE | $2,776 | $2,212+25.5% | $3,126-11.2% | $3,740-25.8% |
| Admin fee / account holder | $1,622 | $3,454-53.0% | $5,230-69.0% | $5,306-69.4% |