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 | $89,137 | $99,652-10.6% | $78,778+13.2% | $147,584-39.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 13.02% | 47.28%-34.3pp | 35.62%-22.6pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,709 | $2,796-38.9% | $1,986-13.9% | $4,876-65.0% |
| Participant deferral / active EE | $5,537 | $3,664+51.1% | $2,958+87.2% | $5,439+1.8% |
| Admin fee / account holder | $3,488 | $7,155-51.3% | $5,134-32.1% | $10,885-68.0% |