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 | $95,565 | $105,126-9.1% | $94,646+1.0% | $139,434-31.5% |
| Participation rate | 73.3% | 82.4%-9.0pp | 80.8%-7.5pp | 80.3%-7.0pp |
| Annual return | 16.86% | 38.03%-21.2pp | 156.71%-139.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,652 | $4,106-35.4% | $3,672-27.8% | $4,751-44.2% |
| Participant deferral / active EE | $4,945 | $7,599-34.9% | $7,418-33.3% | $6,710-26.3% |
| Admin fee / account holder | $12,891 | $8,984+43.5% | $7,231+78.3% | $11,403+13.1% |