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 | $115,205 | $165,984-30.6% | $164,813-30.1% | $145,922-21.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.16% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,419 | $5,273-16.2% | $4,341+1.8% | $4,660-5.2% |
| Participant deferral / active EE | $9,511 | $6,959+36.7% | $6,031+57.7% | $6,688+42.2% |
| Admin fee / account holder | $6,400 | $16,648-61.6% | $12,690-49.6% | $13,397-52.2% |