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 6-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 | $95,883 | $109,982-12.8% | $97,226-1.4% | $145,922-34.3% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 18.32% | 242.90%-224.6pp | 75.13%-56.8pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,555 | $3,084-49.6% | $2,729-43.0% | $4,660-66.6% |
| Participant deferral / active EE | $10,620 | $4,676+127.1% | $4,264+149.1% | $6,688+58.8% |
| Admin fee / account holder | $2,824 | $6,221-54.6% | $5,654-50.0% | $13,397-78.9% |