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 | $23,589 | $142,405-83.4% | $115,157-79.5% | $152,861-84.6% |
| Participation rate | 84.6% | 82.4%+2.3pp | 75.9%+8.7pp | 82.4%+2.2pp |
| Annual return | 27.64% | 41.48%-13.8pp | 35.60%-8.0pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,899 | $4,010-27.7% | $3,179-8.8% | $4,762-39.1% |
| Participant deferral / active EE | $9,171 | $5,164+77.6% | $4,168+120.0% | $5,850+56.8% |
| Admin fee / account holder | $1,054 | $8,462-87.5% | $7,088-85.1% | $11,596-90.9% |