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 | $41,758 | $118,450-64.7% | $98,439-57.6% | $139,434-70.1% |
| Participation rate | 88.2% | 77.4%+10.8pp | 75.2%+13.1pp | 80.3%+7.9pp |
| Annual return | 15.46% | 18.94%-3.5pp | 21.16%-5.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,086 | $3,609-42.2% | $3,048-31.6% | $4,751-56.1% |
| Participant deferral / active EE | $3,723 | $5,392-31.0% | $4,738-21.4% | $6,710-44.5% |
| Admin fee / account holder | $1,204 | $14,026-91.4% | $8,948-86.5% | $11,403-89.4% |