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 | $52,859 | $71,050-25.6% | $93,606-43.5% | $80,856-34.6% |
| Participation rate | 75.6% | 60.4%+15.2pp | 68.7%+6.9pp | 67.6%+8.0pp |
| Annual return | 16.34% | 11.26%+5.1pp | 133.20%-116.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,945 | $1,564+24.4% | $2,420-19.6% | $2,755-29.4% |
| Participant deferral / active EE | $3,221 | $4,034-20.1% | $4,411-27.0% | $4,296-25.0% |
| Admin fee / account holder | $3,420 | $6,945-50.7% | $8,285-58.7% | $6,918-50.6% |