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 | $58,485 | $77,899-24.9% | $149,673-60.9% | $75,163-22.2% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 16.85% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,361 | $3,137+39.0% | $4,818-9.5% | $2,670+63.3% |
| Participant deferral / active EE | $6,692 | $3,411+96.2% | $5,680+17.8% | $4,125+62.2% |
| Admin fee / account holder | $1,384 | $5,956-76.8% | $13,210-89.5% | $5,651-75.5% |