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 | $63,265 | $104,486-39.5% | $76,817-17.6% | $152,861-58.6% |
| Participation rate | 75.0% | 76.6%-1.6pp | 72.1%+2.9pp | 82.4%-7.4pp |
| Annual return | 22.74% | 1013.37%-990.6pp | 1166.11%-1143.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,692 | $3,116-45.7% | $2,302-26.5% | $4,762-64.5% |
| Participant deferral / active EE | $2,881 | $4,236-32.0% | $3,336-13.6% | $5,850-50.8% |
| Admin fee / account holder | $1,571 | $12,275-87.2% | $6,420-75.5% | $11,596-86.5% |