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 | $83,257 | $109,327-23.8% | $89,391-6.9% | $158,922-47.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 13.78% | 345.68%-331.9pp | 245.62%-231.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $2,585 | $3,170-18.5% | $2,5860% | $4,761-45.7% |
| Participant deferral / active EE | $4,993 | $4,598+8.6% | $3,890+28.4% | $5,982-16.5% |
| Admin fee / account holder | $2,086 | $6,153-66.1% | $4,881-57.3% | $11,246-81.4% |