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 | $40,851 | $78,672-48.1% | $109,143-62.6% | $85,850-52.4% |
| Participation rate | 72.5% | 68.3%+4.2pp | 75.9%-3.4pp | 69.3%+3.2pp |
| Annual return | 16.22% | 25.09%-8.9pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $4,710 | $2,735+72.2% | $3,722+26.5% | $2,565+83.6% |
| Participant deferral / active EE | $7,483 | $3,467+115.8% | $4,653+60.8% | $3,952+89.4% |
| Admin fee / account holder | $2,397 | $5,469-56.2% | $6,752-64.5% | $6,260-61.7% |