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 | $51,930 | $85,202-39.1% | $172,739-69.9% | $72,985-28.8% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 21.52% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $3,597 | $3,324+8.2% | $5,143-30.1% | $2,440+47.4% |
| Participant deferral / active EE | $3,832 | $3,260+17.5% | $5,198-26.3% | $3,607+6.2% |
| Admin fee / account holder | $1,104 | $5,884-81.2% | $13,954-92.1% | $5,124-78.5% |