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 | $90,551 | $165,984-45.4% | $164,813-45.1% | $145,922-37.9% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.6%+0.6pp | 80.3%-1.1pp |
| Annual return | 16.43% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,376 | $5,273-36.0% | $4,341-22.2% | $4,660-27.5% |
| Participant deferral / active EE | $3,831 | $6,959-45.0% | $6,031-36.5% | $6,688-42.7% |
| Admin fee / account holder | $15,412 | $16,648-7.4% | $12,690+21.5% | $13,397+15.0% |