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 | $53,936 | $100,852-46.5% | $90,404-40.3% | $158,922-66.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 11.97% | 1724.20%-1712.2pp | 1293.02%-1281.0pp | 302.83%-290.9pp |
| Employer contribution / active EE | $254 | $3,689-93.1% | $3,262-92.2% | $4,761-94.7% |
| Participant deferral / active EE | $844 | $4,348-80.6% | $3,963-78.7% | $5,982-85.9% |
| Admin fee / account holder | $7,249 | $6,501+11.5% | $5,611+29.2% | $11,246-35.5% |