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 | $89,057 | $201,272-55.8% | $184,203-51.7% | $145,922-39.0% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 13.65% | 29.00%-15.4pp | 28.81%-15.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $14,557 | $7,022+107.3% | $6,427+126.5% | $4,660+212.4% |
| Participant deferral / active EE | $6,131 | $9,806-37.5% | $9,131-32.9% | $6,688-8.3% |
| Admin fee / account holder | $1,999 | $16,364-87.8% | $13,901-85.6% | $13,397-85.1% |