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 | $77,874 | $175,202-55.6% | $149,673-48.0% | $139,434-44.1% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 13.91% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,088 | $6,519-68.0% | $5,680-63.2% | $6,710-68.9% |
| Admin fee / account holder | $784 | $16,150-95.1% | $13,210-94.1% | $11,403-93.1% |