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 | $79,212 | $99,020-20.0% | $86,590-8.5% | $147,584-46.3% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 15.90% | 1312.34%-1296.4pp | 964.84%-948.9pp | 578.55%-562.6pp |
| Employer contribution / active EE | $2,957 | $3,132-5.6% | $2,839+4.1% | $4,876-39.4% |
| Participant deferral / active EE | $3,015 | $3,972-24.1% | $3,609-16.4% | $5,439-44.6% |
| Admin fee / account holder | $4,937 | $5,710-13.5% | $4,906+0.6% | $10,885-54.6% |