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 | $64,583 | $88,594-27.1% | $70,092-7.9% | $134,475-52.0% |
| Participation rate | 87.5% | 74.9%+12.6pp | 70.5%+17.0pp | 81.2%+6.3pp |
| Annual return | 10.09% | 442.67%-432.6pp | 190.73%-180.6pp | 417.96%-407.9pp |
| Employer contribution / active EE | $1,177 | $3,233-63.6% | $2,559-54.0% | $4,740-75.2% |
| Participant deferral / active EE | $4,700 | $4,772-1.5% | $3,849+22.1% | $6,400-26.6% |
| Admin fee / account holder | $10,096 | $10,441-3.3% | $6,267+61.1% | $11,426-11.6% |