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 | $14,175 | $105,126-86.5% | $94,646-85.0% | $139,434-89.8% |
| Participation rate | 92.3% | 82.4%+10.0pp | 80.8%+11.5pp | 80.3%+12.0pp |
| Annual return | 19.43% | 38.03%-18.6pp | 156.71%-137.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,101 | $4,106-48.8% | $3,672-42.8% | $4,751-55.8% |
| Participant deferral / active EE | $2,704 | $7,599-64.4% | $7,418-63.5% | $6,710-59.7% |
| Admin fee / account holder | $2,823 | $8,984-68.6% | $7,231-61.0% | $11,403-75.2% |