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 | $78,062 | $109,327-28.6% | $89,391-12.7% | $158,922-50.9% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 16.50% | 345.68%-329.2pp | 245.62%-229.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,176 | $3,170+0.2% | $2,586+22.8% | $4,761-33.3% |
| Participant deferral / active EE | $7,548 | $4,598+64.1% | $3,890+94.0% | $5,982+26.2% |
| Admin fee / account holder | $932 | $6,153-84.9% | $4,881-80.9% | $11,246-91.7% |