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 | $129,612 | $99,877+29.8% | $84,966+52.5% | $145,922-11.2% |
| Participation rate | 90.0% | 74.1%+15.9pp | 67.5%+22.5pp | 80.3%+9.7pp |
| Annual return | 14.16% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,212 | $3,231-31.6% | $2,727-18.9% | $4,660-52.5% |
| Participant deferral / active EE | $4,703 | $5,291-11.1% | $4,519+4.1% | $6,688-29.7% |
| Admin fee / account holder | $1,235 | $7,248-83.0% | $6,149-79.9% | $13,397-90.8% |