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 | $72,862 | $102,317-28.8% | $146,958-50.4% | $80,856-9.9% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 15.60% | 134.76%-119.2pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,764 | $3,713-25.6% | $4,933-44.0% | $2,755+0.3% |
| Participant deferral / active EE | $7,541 | $6,644+13.5% | $8,070-6.6% | $4,296+75.5% |
| Admin fee / account holder | $9,492 | $7,941+19.5% | $12,998-27.0% | $6,918+37.2% |