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 | $56,224 | $108,919-48.4% | $100,391-44.0% | $145,922-61.5% |
| Participation rate | 84.2% | 82.9%+1.3pp | 81.5%+2.7pp | 80.3%+3.9pp |
| Annual return | 13.94% | 57.88%-43.9pp | 49.20%-35.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,460 | $4,419-21.7% | $3,942-12.2% | $4,660-25.7% |
| Participant deferral / active EE | $9,086 | $8,445+7.6% | $8,082+12.4% | $6,688+35.9% |
| Admin fee / account holder | $2,176 | $9,689-77.5% | $7,899-72.4% | $13,397-83.8% |