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 | $79,512 | $175,202-54.6% | $149,673-46.9% | $139,434-43.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 17.56% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $5,716 | $5,474+4.4% | $4,818+18.6% | $4,751+20.3% |
| Participant deferral / active EE | $4,631 | $6,519-29.0% | $5,680-18.5% | $6,710-31.0% |
| Admin fee / account holder | $2,488 | $16,150-84.6% | $13,210-81.2% | $11,403-78.2% |