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 | $85,761 | $74,888+14.5% | $71,209+20.4% | $142,382-39.8% |
| Participation rate | 78.6% | 76.2%+2.3pp | 73.8%+4.8pp | 80.1%-1.5pp |
| Annual return | 15.22% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,414 | $2,854-15.4% | $2,721-11.3% | $4,299-43.8% |
| Participant deferral / active EE | $4,007 | $4,454-10.0% | $4,175-4.0% | $6,507-38.4% |
| Admin fee / account holder | $1,001 | $5,568-82.0% | $5,349-81.3% | $12,624-92.1% |