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 | $132,634-32.5% | $115,768-22.6% | $137,256-34.8% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.4%+3.4pp | 80.0%-2.2pp |
| Annual return | 11.13% | 160.70%-149.6pp | 100.46%-89.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,045 | $3,360-39.1% | $2,940-30.4% | $4,156-50.8% |
| Participant deferral / active EE | $4,659 | $5,619-17.1% | $4,917-5.2% | $6,407-27.3% |
| Admin fee / account holder | $1,739 | $15,028-88.4% | $12,439-86.0% | $12,270-85.8% |