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 | $57,409 | $117,859-51.3% | $102,438-44.0% | $145,959-60.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 12.23% | 31.72%-19.5pp | 29.37%-17.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,749 | $3,615-51.6% | $3,024-42.2% | $4,661-62.5% |
| Participant deferral / active EE | $2,573 | $5,732-55.1% | $5,054-49.1% | $6,689-61.5% |
| Admin fee / account holder | $3,553 | $13,318-73.3% | $9,448-62.4% | $13,398-73.5% |