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 | $82,977 | $72,071+15.1% | $68,368+21.4% | $137,256-39.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.78% | 353.14%-334.4pp | 292.57%-273.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,660 | $2,788-40.4% | $2,649-37.3% | $4,156-60.1% |
| Participant deferral / active EE | $3,496 | $4,410-20.7% | $4,123-15.2% | $6,407-45.4% |
| Admin fee / account holder | $3,379 | $5,336-36.7% | $5,150-34.4% | $12,270-72.5% |