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 | $81,718 | $183,519-55.5% | $155,509-47.5% | $145,922-44.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.42% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,182 | $5,313+54.0% | $4,672+75.1% | $4,660+75.6% |
| Participant deferral / active EE | $5,482 | $6,462-15.2% | $5,626-2.6% | $6,688-18.0% |
| Admin fee / account holder | $1,475 | $19,313-92.4% | $15,912-90.7% | $13,397-89.0% |