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 | $93,373 | $210,648-55.7% | $177,989-47.5% | $145,922-36.0% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 9.73% | 385.86%-376.1pp | 294.48%-284.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,078 | $4,565-54.5% | $3,949-47.4% | $4,660-55.4% |
| Participant deferral / active EE | $6,349 | $6,958-8.7% | $6,276+1.2% | $6,688-5.1% |
| Admin fee / account holder | $1,087 | $12,013-91.0% | $10,363-89.5% | $13,397-91.9% |