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 | $74,765 | $159,602-53.2% | $150,045-50.2% | $142,382-47.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 16.39% | 70.24%-53.8pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,742 | $4,961-64.9% | $4,693-62.9% | $4,299-59.5% |
| Participant deferral / active EE | $4,320 | $8,310-48.0% | $7,997-46.0% | $6,507-33.6% |
| Admin fee / account holder | $830 | $14,846-94.4% | $13,435-93.8% | $12,624-93.4% |