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 | $50,128 | $105,126-52.3% | $94,646-47.0% | $139,434-64.0% |
| Participation rate | 92.3% | 82.4%+10.0pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 16.95% | 38.03%-21.1pp | 156.71%-139.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,641 | $4,106-35.7% | $3,672-28.1% | $4,751-44.4% |
| Participant deferral / active EE | $4,507 | $7,599-40.7% | $7,418-39.2% | $6,710-32.8% |
| Admin fee / account holder | $1,136 | $8,984-87.4% | $7,231-84.3% | $11,403-90.0% |