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 | $51,722 | $105,126-50.8% | $94,646-45.4% | $139,434-62.9% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 19.28% | 38.03%-18.7pp | 156.71%-137.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,936 | $4,106-52.8% | $3,672-47.3% | $4,751-59.3% |
| Participant deferral / active EE | $5,765 | $7,599-24.1% | $7,418-22.3% | $6,710-14.1% |
| Admin fee / account holder | $343 | $8,984-96.2% | $7,231-95.3% | $11,403-97.0% |