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 7-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 | $89,022 | $114,381-22.2% | $107,525-17.2% | $142,382-37.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 24.29% | 242.71%-218.4pp | 181.32%-157.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $9,384 | $4,015+133.7% | $3,754+150.0% | $4,299+118.3% |
| Participant deferral / active EE | $11,356 | $5,564+104.1% | $5,116+122.0% | $6,507+74.5% |
| Admin fee / account holder | $1,018 | $9,860-89.7% | $8,919-88.6% | $12,624-91.9% |