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 | $96,076 | $105,126-8.6% | $94,646+1.5% | $139,434-31.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 16.58% | 38.03%-21.5pp | 156.71%-140.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,790 | $4,106-32.0% | $3,672-24.0% | $4,751-41.3% |
| Participant deferral / active EE | $14,669 | $7,599+93.0% | $7,418+97.7% | $6,710+118.6% |
| Admin fee / account holder | $973 | $8,984-89.2% | $7,231-86.5% | $11,403-91.5% |