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 | $95,995 | $228,332-58.0% | $185,823-48.3% | $158,922-39.6% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 17.24% | 40.80%-23.6pp | 35.95%-18.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $2,578 | $4,967-48.1% | $4,087-36.9% | $4,761-45.9% |
| Participant deferral / active EE | $12,722 | $6,415+98.3% | $5,632+125.9% | $5,982+112.7% |
| Admin fee / account holder | $1,361 | $11,864-88.5% | $9,500-85.7% | $11,246-87.9% |