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 9-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 | $60,182 | $105,931-43.2% | $81,930-26.5% | $158,922-62.1% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.0%+23.0pp | 82.0%+13.0pp |
| Annual return | 21.45% | 38.17%-16.7pp | 29.49%-8.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $7,849 | $7,800+0.6% | $4,310+82.1% | $4,761+64.8% |
| Participant deferral / active EE | $8,179 | $13,003-37.1% | $7,107+15.1% | $5,982+36.7% |
| Admin fee / account holder | $549 | $8,489-93.5% | $5,158-89.4% | $11,246-95.1% |