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 | $64,452 | $70,428-8.5% | $96,562-33.3% | $85,850-24.9% |
| Participation rate | 87.1% | 61.8%+25.3pp | 69.8%+17.3pp | 69.3%+17.8pp |
| Annual return | 12.38% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,770 | $1,413+237.6% | $2,356+102.4% | $2,565+85.9% |
| Participant deferral / active EE | $1,638 | $2,894-43.4% | $3,849-57.4% | $3,952-58.5% |
| Admin fee / account holder | $12,386 | $4,997+147.9% | $6,181+100.4% | $6,260+97.9% |