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 | $49,843 | $69,515-28.3% | $86,874-42.6% | $85,850-41.9% |
| Participation rate | 87.0% | 66.3%+20.6pp | 71.6%+15.3pp | 69.3%+17.6pp |
| Annual return | 12.26% | 20.12%-7.9pp | 63.52%-51.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,300 | $1,880+22.3% | $2,495-7.8% | $2,565-10.3% |
| Participant deferral / active EE | $5,235 | $2,919+79.3% | $3,699+41.5% | $3,952+32.5% |
| Admin fee / account holder | $4,410 | $5,972-26.2% | $5,828-24.3% | $6,260-29.6% |