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 | $78,467 | $102,382-23.4% | $147,005-46.6% | $80,874-3.0% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 14.35% | 134.89%-120.5pp | 418.76%-404.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $3,197 | $3,715-13.9% | $4,934-35.2% | $2,756+16.0% |
| Participant deferral / active EE | $9,694 | $6,646+45.9% | $8,070+20.1% | $4,297+125.6% |
| Admin fee / account holder | $13,676 | $7,942+72.2% | $13,006+5.2% | $6,935+97.2% |