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 | $65,603 | $90,397-27.4% | $76,002-13.7% | $145,959-55.1% |
| Participation rate | 76.2% | 74.5%+1.7pp | 69.1%+7.1pp | 80.3%-4.1pp |
| Annual return | 9.92% | 621.97%-612.1pp | 360.07%-350.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $693 | $3,317-79.1% | $2,688-74.2% | $4,661-85.1% |
| Participant deferral / active EE | $1,883 | $5,163-63.5% | $4,257-55.8% | $6,689-71.8% |
| Admin fee / account holder | $4,096 | $8,369-51.1% | $6,414-36.1% | $13,398-69.4% |