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 | $69,929 | $167,484-58.2% | $151,611-53.9% | $134,475-48.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.57% | 7.80%-25.4pp | 3.33%-20.9pp | 417.96%-435.5pp |
| Employer contribution / active EE | $7,493 | $6,829+9.7% | $6,166+21.5% | $4,740+58.1% |
| Participant deferral / active EE | $10,701 | $8,986+19.1% | $8,363+28.0% | $6,400+67.2% |
| Admin fee / account holder | $16,476 | $13,783+19.5% | $11,616+41.8% | $11,426+44.2% |