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 | $110,378 | $183,592-39.9% | $155,567-29.0% | $145,959-24.4% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.2pp | 80.3%+14.2pp |
| Annual return | 16.59% | 61.24%-44.7pp | 64.74%-48.1pp | 561.95%-545.4pp |
| Employer contribution / active EE | $9,843 | $5,315+85.2% | $4,674+110.6% | $4,661+111.2% |
| Participant deferral / active EE | $9,098 | $6,464+40.7% | $5,628+61.7% | $6,689+36.0% |
| Admin fee / account holder | $2,474 | $19,318-87.2% | $15,916-84.5% | $13,398-81.5% |