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 | $27,758 | $49,922-44.4% | $80,569-65.5% | $75,163-63.1% |
| Participation rate | 75.4% | 55.3%+20.1pp | 67.0%+8.4pp | 67.2%+8.2pp |
| Annual return | 21.90% | 34.69%-12.8pp | 935.43%-913.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,182 | $1,698+28.5% | $2,723-19.9% | $2,670-18.3% |
| Participant deferral / active EE | $4,398 | $2,990+47.1% | $4,447-1.1% | $4,125+6.6% |
| Admin fee / account holder | $5,150 | $3,577+44.0% | $5,377-4.2% | $5,651-8.9% |