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 | $26,543 | $63,346-58.1% | $92,233-71.2% | $70,131-62.2% |
| Participation rate | 81.6% | 68.7%+12.9pp | 76.5%+5.1pp | 69.5%+12.0pp |
| Annual return | 19.45% | 530.12%-510.7pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,758 | $2,471-28.8% | $3,679-52.2% | $2,342-24.9% |
| Participant deferral / active EE | $3,376 | $2,854+18.3% | $3,897-13.4% | $3,332+1.3% |
| Admin fee / account holder | $1,566 | $3,840-59.2% | $5,194-69.8% | $4,645-66.3% |