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 | $55,214 | $115,770-52.3% | $101,248-45.5% | $158,922-65.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 24.06% | 56.14%-32.1pp | 46.47%-22.4pp | 302.83%-278.8pp |
| Employer contribution / active EE | $1,303 | $4,175-68.8% | $3,660-64.4% | $4,761-72.6% |
| Participant deferral / active EE | $9,214 | $4,957+85.9% | $4,370+110.8% | $5,982+54.0% |
| Admin fee / account holder | $387 | $7,245-94.7% | $5,945-93.5% | $11,246-96.6% |