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 | $81,155 | $89,753-9.6% | $107,525-24.5% | $84,808-4.3% |
| Participation rate | 93.8% | 68.1%+25.7pp | 75.1%+18.7pp | 68.3%+25.4pp |
| Annual return | 16.89% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $7,554 | $3,113+142.6% | $3,754+101.3% | $2,631+187.1% |
| Participant deferral / active EE | $4,321 | $4,056+6.5% | $5,116-15.5% | $4,212+2.6% |
| Admin fee / account holder | $1,051 | $7,222-85.5% | $8,919-88.2% | $7,344-85.7% |