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 | $35,383 | $105,126-66.3% | $94,646-62.6% | $139,434-74.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 16.88% | 38.03%-21.2pp | 156.71%-139.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $5,108 | $4,106+24.4% | $3,672+39.1% | $4,751+7.5% |
| Participant deferral / active EE | $11,862 | $7,599+56.1% | $7,418+59.9% | $6,710+76.8% |
| Admin fee / account holder | $8,339 | $8,984-7.2% | $7,231+15.3% | $11,403-26.9% |