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 | $54,085 | $85,766-36.9% | $136,294-60.3% | $70,131-22.9% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 25.51% | 31.45%-5.9pp | 5155.94%-5130.4pp | 73.14%-47.6pp |
| Employer contribution / active EE | $1,774 | $2,966-40.2% | $4,695-62.2% | $2,342-24.2% |
| Participant deferral / active EE | $3,903 | $5,051-22.7% | $6,247-37.5% | $3,332+17.2% |
| Admin fee / account holder | $3,485 | $5,420-35.7% | $9,243-62.3% | $4,645-25.0% |