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 | $88,902 | $111,724-20.4% | $93,606-5.0% | $145,922-39.1% |
| Participation rate | 81.3% | 74.2%+7.0pp | 68.7%+12.5pp | 80.3%+1.0pp |
| Annual return | 10.27% | 202.98%-192.7pp | 133.20%-122.9pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,556 | $3,090-49.6% | $2,420-35.7% | $4,660-66.6% |
| Participant deferral / active EE | $2,452 | $4,912-50.1% | $4,411-44.4% | $6,688-63.3% |
| Admin fee / account holder | $991 | $10,250-90.3% | $8,285-88.0% | $13,397-92.6% |