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 | $210,698-55.7% | $178,014-47.5% | $145,959-36.0% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 9.73% | 386.27%-376.5pp | 294.80%-285.1pp | 561.95%-552.2pp |
| Employer contribution / active EE | $2,078 | $4,567-54.5% | $3,950-47.4% | $4,661-55.4% |
| Participant deferral / active EE | $6,349 | $6,958-8.8% | $6,276+1.2% | $6,689-5.1% |
| Admin fee / account holder | $1,087 | $12,016-91.0% | $10,362-89.5% | $13,398-91.9% |