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 | $40,657 | $104,974-61.3% | $95,585-57.5% | $142,382-71.4% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 15.72% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,016 | $2,779-63.4% | $2,527-59.8% | $4,299-76.4% |
| Participant deferral / active EE | $1,949 | $4,352-55.2% | $4,023-51.5% | $6,507-70.0% |
| Admin fee / account holder | $2,561 | $6,386-59.9% | $6,127-58.2% | $12,624-79.7% |