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 8-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 | $69,025 | $154,117-55.2% | $129,995-46.9% | $139,434-50.5% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.3pp | 80.3%+14.4pp |
| Annual return | 17.56% | 32.48%-14.9pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,972 | $5,289-6.0% | $4,320+15.1% | $4,751+4.7% |
| Participant deferral / active EE | $10,751 | $6,710+60.2% | $5,820+84.7% | $6,710+60.2% |
| Admin fee / account holder | $384 | $14,007-97.3% | $10,614-96.4% | $11,403-96.6% |