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 | $25,237 | $109,982-77.1% | $97,226-74.0% | $145,922-82.7% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.4pp | 80.3%+13.8pp |
| Annual return | 16.25% | 242.90%-226.7pp | 75.13%-58.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,680 | $3,084-45.5% | $2,729-38.5% | $4,660-64.0% |
| Participant deferral / active EE | $4,047 | $4,676-13.4% | $4,264-5.1% | $6,688-39.5% |
| Admin fee / account holder | $771 | $6,221-87.6% | $5,654-86.4% | $13,397-94.2% |