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 7-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 | $34,484 | $176,056-80.4% | $159,436-78.4% | $167,490-79.4% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 20.89% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $999 | $5,297-81.1% | $4,829-79.3% | $4,837-79.3% |
| Participant deferral / active EE | $11,119 | $7,750+43.5% | $7,352+51.2% | $6,341+75.3% |
| Admin fee / account holder | $1,948 | $12,554-84.5% | $10,799-82.0% | $12,309-84.2% |