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 | $59,984 | $89,753-33.2% | $107,525-44.2% | $84,808-29.3% |
| Participation rate | 70.9% | 68.1%+2.8pp | 75.1%-4.2pp | 68.3%+2.6pp |
| Annual return | 15.12% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $837 | $3,113-73.1% | $3,754-77.7% | $2,631-68.2% |
| Participant deferral / active EE | $2,882 | $4,056-28.9% | $5,116-43.7% | $4,212-31.6% |
| Admin fee / account holder | $3,621 | $7,222-49.9% | $8,919-59.4% | $7,344-50.7% |