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 | $74,478 | $105,126-29.2% | $94,646-21.3% | $139,434-46.6% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 25.71% | 38.03%-12.3pp | 156.71%-131.0pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,579 | $4,106-37.2% | $3,672-29.8% | $4,751-45.7% |
| Participant deferral / active EE | $4,477 | $7,599-41.1% | $7,418-39.6% | $6,710-33.3% |
| Admin fee / account holder | $2,263 | $8,984-74.8% | $7,231-68.7% | $11,403-80.2% |