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 3-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 | $89,247 | $114,381-22.0% | $107,525-17.0% | $142,382-37.3% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 18.91% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,092 | $4,015-47.9% | $3,754-44.3% | $4,299-51.3% |
| Participant deferral / active EE | $7,356 | $5,564+32.2% | $5,116+43.8% | $6,507+13.0% |
| Admin fee / account holder | $396 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |