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 | $89,558 | $133,922-33.1% | $116,228-22.9% | $142,382-37.1% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 11.13% | 147.76%-136.6pp | 90.06%-78.9pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,045 | $3,446-40.6% | $2,994-31.7% | $4,299-52.4% |
| Participant deferral / active EE | $4,659 | $5,672-17.9% | $4,953-5.9% | $6,507-28.4% |
| Admin fee / account holder | $1,739 | $14,945-88.4% | $11,989-85.5% | $12,624-86.2% |