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 | $118,170 | $102,317+15.5% | $146,958-19.6% | $80,856+46.1% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 15.05% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,676 | $3,713-27.9% | $4,933-45.8% | $2,755-2.9% |
| Participant deferral / active EE | $5,534 | $6,644-16.7% | $8,070-31.4% | $4,296+28.8% |
| Admin fee / account holder | $2,733 | $7,941-65.6% | $12,998-79.0% | $6,918-60.5% |