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 | $29,801 | $117,841-74.7% | $102,423-70.9% | $145,922-79.6% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 15.28% | 31.65%-16.4pp | 29.32%-14.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,321 | $3,615-8.1% | $3,023+9.8% | $4,660-28.7% |
| Participant deferral / active EE | $3,495 | $5,731-39.0% | $5,053-30.8% | $6,688-47.7% |
| Admin fee / account holder | $3,947 | $13,326-70.4% | $9,451-58.2% | $13,397-70.5% |