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 | $81,634 | $127,777-36.1% | $106,548-23.4% | $167,490-51.3% |
| Participation rate | 88.9% | 78.3%+10.6pp | 76.1%+12.8pp | 82.1%+6.8pp |
| Annual return | 24.73% | 33.87%-9.1pp | 26.80%-2.1pp | 478.56%-453.8pp |
| Employer contribution / active EE | $16,273 | $3,427+374.9% | $2,819+477.3% | $4,837+236.4% |
| Participant deferral / active EE | $1,650 | $5,087-67.6% | $4,398-62.5% | $6,341-74.0% |
| Admin fee / account holder | $3,018 | $11,228-73.1% | $7,407-59.3% | $12,309-75.5% |