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 | $87,326 | $176,056-50.4% | $159,436-45.2% | $167,490-47.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.06% | 331.75%-312.7pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $4,758 | $5,297-10.2% | $4,829-1.5% | $4,837-1.6% |
| Participant deferral / active EE | $8,381 | $7,750+8.1% | $7,352+14.0% | $6,341+32.2% |
| Admin fee / account holder | $1,097 | $12,554-91.3% | $10,799-89.8% | $12,309-91.1% |