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 | $104,779 | $117,841-11.1% | $102,423+2.3% | $145,922-28.2% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 13.69% | 31.65%-18.0pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,808 | $3,615+33.0% | $3,023+59.0% | $4,660+3.2% |
| Participant deferral / active EE | $7,247 | $5,731+26.4% | $5,053+43.4% | $6,688+8.4% |
| Admin fee / account holder | $1,054 | $13,326-92.1% | $9,451-88.8% | $13,397-92.1% |