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 | $66,854 | $118,849-43.7% | $96,562-30.8% | $167,490-60.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 19.64% | 50.49%-30.8pp | 37.78%-18.1pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,543 | $3,120-50.5% | $2,356-34.5% | $4,837-68.1% |
| Participant deferral / active EE | $2,109 | $4,616-54.3% | $3,849-45.2% | $6,341-66.7% |
| Admin fee / account holder | $2,829 | $8,065-64.9% | $6,181-54.2% | $12,309-77.0% |