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 | $85,975 | $105,181-18.3% | $159,436-46.1% | $85,850+0.1% |
| Participation rate | 70.5% | 75.8%-5.3pp | 82.8%-12.3pp | 69.3%+1.2pp |
| Annual return | 14.43% | 45.07%-30.6pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,866 | $3,318-13.6% | $4,829-40.7% | $2,565+11.7% |
| Participant deferral / active EE | $7,689 | $5,945+29.3% | $7,352+4.6% | $3,952+94.6% |
| Admin fee / account holder | $5,838 | $6,933-15.8% | $10,799-45.9% | $6,260-6.7% |