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 | $82,615 | $165,984-50.2% | $164,813-49.9% | $145,922-43.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.98% | 100.03%-91.1pp | 69.93%-61.0pp | 561.29%-552.3pp |
| Employer contribution / active EE | $3,853 | $5,273-26.9% | $4,341-11.2% | $4,660-17.3% |
| Participant deferral / active EE | $8,167 | $6,959+17.4% | $6,031+35.4% | $6,688+22.1% |
| Admin fee / account holder | $6,713 | $16,648-59.7% | $12,690-47.1% | $13,397-49.9% |