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 | $58,380 | $121,625-52.0% | $104,607-44.2% | $158,922-63.3% |
| Participation rate | 73.9% | 77.5%-3.6pp | 74.1%-0.2pp | 82.0%-8.0pp |
| Annual return | 14.76% | 465.26%-450.5pp | 340.46%-325.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,564 | $3,163-50.5% | $2,681-41.6% | $4,761-67.1% |
| Participant deferral / active EE | $2,603 | $4,177-37.7% | $3,740-30.4% | $5,982-56.5% |
| Admin fee / account holder | $979 | $7,787-87.4% | $6,473-84.9% | $11,246-91.3% |