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 | $67,036 | $63,346+5.8% | $92,233-27.3% | $70,131-4.4% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 20.71% | 530.12%-509.4pp | 176.28%-155.6pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,066 | $2,471-16.4% | $3,679-43.9% | $2,342-11.8% |
| Participant deferral / active EE | $5,552 | $2,854+94.5% | $3,897+42.5% | $3,332+66.6% |
| Admin fee / account holder | $864 | $3,840-77.5% | $5,194-83.4% | $4,645-81.4% |