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 | $25,864 | $175,202-85.2% | $149,673-82.7% | $139,434-81.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.98% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,121 | $5,474-79.5% | $4,818-76.7% | $4,751-76.4% |
| Participant deferral / active EE | $2,429 | $6,519-62.7% | $5,680-57.2% | $6,710-63.8% |
| Admin fee / account holder | $1,286 | $16,150-92.0% | $13,210-90.3% | $11,403-88.7% |