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 | $81,773 | $176,056-53.6% | $159,436-48.7% | $167,490-51.2% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 14.61% | 331.75%-317.1pp | 263.57%-249.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,100 | $5,297-60.4% | $4,829-56.5% | $4,837-56.6% |
| Participant deferral / active EE | $10,977 | $7,750+41.6% | $7,352+49.3% | $6,341+73.1% |
| Admin fee / account holder | $681 | $12,554-94.6% | $10,799-93.7% | $12,309-94.5% |