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 | $51,067 | $101,069-49.5% | $81,478-37.3% | $147,584-65.4% |
| Participation rate | 92.9% | 74.5%+18.4pp | 68.0%+24.9pp | 82.8%+10.0pp |
| Annual return | 20.59% | 32.40%-11.8pp | 38.78%-18.2pp | 578.55%-558.0pp |
| Employer contribution / active EE | $0 | $3,205-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,328 | $4,242+25.6% | $3,537+50.6% | $5,439-2.0% |
| Admin fee / account holder | $753 | $5,812-87.1% | $4,561-83.5% | $10,885-93.1% |