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 | $39,151 | $107,334-63.5% | $92,893-57.9% | $152,861-74.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 27.28% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $2,126 | $4,221-49.6% | $3,653-41.8% | $4,762-55.4% |
| Participant deferral / active EE | $5,505 | $4,845+13.6% | $4,236+30.0% | $5,850-5.9% |
| Admin fee / account holder | $612 | $7,079-91.4% | $5,794-89.4% | $11,596-94.7% |