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 | $96,726 | $159,934-39.5% | $147,005-34.2% | $145,959-33.7% |
| Participation rate | 78.9% | 84.0%-5.1pp | 82.2%-3.2pp | 80.3%-1.3pp |
| Annual return | 20.26% | 98.24%-78.0pp | 418.76%-398.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $3,520 | $5,287-33.4% | $4,934-28.7% | $4,661-24.5% |
| Participant deferral / active EE | $9,461 | $8,427+12.3% | $8,070+17.2% | $6,689+41.4% |
| Admin fee / account holder | $9,875 | $15,053-34.4% | $13,006-24.1% | $13,398-26.3% |