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 | $50,598 | $96,484-47.6% | $75,886-33.3% | $152,861-66.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 21.20% | 33.98%-12.8pp | 30.76%-9.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,830 | $3,309-44.7% | $2,500-26.8% | $4,762-61.6% |
| Participant deferral / active EE | $3,285 | $4,553-27.8% | $3,603-8.8% | $5,850-43.8% |
| Admin fee / account holder | $567 | $8,078-93.0% | $5,418-89.5% | $11,596-95.1% |