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 | $139,122 | $90,348+54.0% | $75,972+83.1% | $145,922-4.7% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 13.10% | 620.88%-607.8pp | 359.55%-346.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,857 | $3,311-43.9% | $2,685-30.8% | $4,660-60.2% |
| Participant deferral / active EE | $5,006 | $5,162-3.0% | $4,255+17.6% | $6,688-25.1% |
| Admin fee / account holder | $7,433 | $8,467-12.2% | $6,467+14.9% | $13,397-44.5% |