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 | $32,969 | $100,773-67.3% | $88,946-62.9% | $142,382-76.8% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 16.14% | 70.18%-54.0pp | 57.82%-41.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,024 | $2,918-64.9% | $2,555-59.9% | $4,299-76.2% |
| Participant deferral / active EE | $4,089 | $5,230-21.8% | $4,581-10.8% | $6,507-37.2% |
| Admin fee / account holder | $450 | $9,693-95.4% | $8,261-94.5% | $12,624-96.4% |