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 | $126,168 | $133,958-5.8% | $112,228+12.4% | $134,475-6.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -15.37% | 47.11%-62.5pp | 27.45%-42.8pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,493 | $4,038+11.3% | $3,635+23.6% | $4,740-5.2% |
| Participant deferral / active EE | $6,756 | $5,291+27.7% | $4,728+42.9% | $6,400+5.6% |
| Admin fee / account holder | $1,624 | $7,489-78.3% | $6,410-74.7% | $11,426-85.8% |