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 6-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 | $115,095 | $133,922-14.1% | $116,228-1.0% | $142,382-19.2% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.6%+2.4pp | 80.1%-3.2pp |
| Annual return | 18.34% | 147.76%-129.4pp | 90.06%-71.7pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,463 | $3,446+58.5% | $2,994+82.4% | $4,299+27.1% |
| Participant deferral / active EE | $3,350 | $5,672-40.9% | $4,953-32.4% | $6,507-48.5% |
| Admin fee / account holder | $675 | $14,945-95.5% | $11,989-94.4% | $12,624-94.7% |