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 | $161,763 | $183,963-12.1% | $162,163-0.2% | $152,861+5.8% |
| Participation rate | 89.5% | 88.5%+1.0pp | 87.6%+1.9pp | 82.4%+7.0pp |
| Annual return | 26.45% | 150.76%-124.3pp | 115.59%-89.1pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,473 | $6,371-61.2% | $5,614-55.9% | $4,762-48.1% |
| Participant deferral / active EE | $6,296 | $8,034-21.6% | $7,298-13.7% | $5,850+7.6% |
| Admin fee / account holder | $1,044 | $13,121-92.0% | $10,843-90.4% | $11,596-91.0% |