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 | $64,866 | $91,552-29.1% | $133,956-51.6% | $79,858-18.8% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 12.23% | 61.85%-49.6pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,191 | $2,384-8.1% | $3,919-44.1% | $2,471-11.3% |
| Participant deferral / active EE | $4,715 | $3,733+26.3% | $5,048-6.6% | $3,740+26.1% |
| Admin fee / account holder | $567 | $6,321-91.0% | $8,927-93.6% | $5,306-89.3% |