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 | $78,675 | $107,934-27.1% | $91,989-14.5% | $152,861-48.5% |
| Participation rate | 77.8% | 81.2%-3.4pp | 78.6%-0.9pp | 82.4%-4.7pp |
| Annual return | 21.54% | 89.24%-67.7pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,284 | $6,364-48.4% | $5,923-44.6% | $5,850-43.9% |
| Admin fee / account holder | $14,906 | $10,520+41.7% | $7,743+92.5% | $11,596+28.5% |