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 | $87,833 | $102,604-14.4% | $86,188+1.9% | $139,434-37.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 12.72% | 1922.51%-1909.8pp | 1168.45%-1155.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $2,404 | $3,032-20.7% | $2,380+1.0% | $4,751-49.4% |
| Participant deferral / active EE | $10,931 | $4,676+133.8% | $3,985+174.3% | $6,710+62.9% |
| Admin fee / account holder | $1,525 | $8,657-82.4% | $6,852-77.7% | $11,403-86.6% |