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 | $20,974 | $109,327-80.8% | $89,391-76.5% | $158,922-86.8% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 15.06% | 345.68%-330.6pp | 245.62%-230.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $2,118 | $3,170-33.2% | $2,586-18.1% | $4,761-55.5% |
| Participant deferral / active EE | $5,135 | $4,598+11.7% | $3,890+32.0% | $5,982-14.2% |
| Admin fee / account holder | $5,504 | $6,153-10.6% | $4,881+12.7% | $11,246-51.1% |