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 | $38,982 | $93,571-58.3% | $135,903-71.3% | $75,163-48.1% |
| Participation rate | 80.7% | 75.2%+5.5pp | 81.9%-1.2pp | 67.2%+13.5pp |
| Annual return | 23.03% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $4,831 | $3,537+36.6% | $4,856-0.5% | $2,670+81.0% |
| Participant deferral / active EE | $10,981 | $6,404+71.5% | $7,758+41.5% | $4,125+166.2% |
| Admin fee / account holder | $1,967 | $6,975-71.8% | $10,762-81.7% | $5,651-65.2% |