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 | $83,615 | $150,187-44.3% | $120,354-30.5% | $145,922-42.7% |
| Participation rate | 76.9% | 78.8%-1.8pp | 71.9%+5.0pp | 80.3%-3.4pp |
| Annual return | 12.34% | 154.07%-141.7pp | 107.15%-94.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,845 | $4,348-34.6% | $3,463-17.8% | $4,660-38.9% |
| Participant deferral / active EE | $2,695 | $6,173-56.3% | $4,991-46.0% | $6,688-59.7% |
| Admin fee / account holder | $7,815 | $12,207-36.0% | $9,423-17.1% | $13,397-41.7% |