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 6-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 | $94,381 | $132,634-28.8% | $115,768-18.5% | $137,256-31.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.4%-3.0pp | 80.0%-8.5pp |
| Annual return | 13.18% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,899 | $3,360-13.7% | $2,940-1.4% | $4,156-30.2% |
| Participant deferral / active EE | $9,686 | $5,619+72.4% | $4,917+97.0% | $6,407+51.2% |
| Admin fee / account holder | $897 | $15,028-94.0% | $12,439-92.8% | $12,270-92.7% |