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 | $33,112 | $48,795-32.1% | $65,493-49.4% | $84,808-61.0% |
| Participation rate | 87.2% | 67.0%+20.3pp | 73.1%+14.1pp | 68.3%+18.9pp |
| Annual return | 18.52% | 20.20%-1.7pp | 982.45%-963.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,997 | $1,930+3.5% | $2,574-22.4% | $2,631-24.1% |
| Participant deferral / active EE | $3,508 | $2,928+19.8% | $3,961-11.4% | $4,212-16.7% |
| Admin fee / account holder | $472 | $3,877-87.8% | $5,028-90.6% | $7,344-93.6% |