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 | $111,179 | $91,538+21.5% | $129,995-14.5% | $75,163+47.9% |
| Participation rate | 96.9% | 71.4%+25.4pp | 78.5%+18.4pp | 67.2%+29.7pp |
| Annual return | 13.90% | -631.11%+645.0pp | -137.18%+151.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,642 | $2,845-7.1% | $4,320-38.8% | $2,670-1.0% |
| Participant deferral / active EE | $5,531 | $4,341+27.4% | $5,820-5.0% | $4,125+34.1% |
| Admin fee / account holder | $2,209 | $6,790-67.5% | $10,614-79.2% | $5,651-60.9% |