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 8-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 | $152,463 | $177,572-14.1% | $154,803-1.5% | $142,382+7.1% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 18.62% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $10,529 | $4,810+118.9% | $4,305+144.6% | $4,299+144.9% |
| Participant deferral / active EE | $6,326 | $6,272+0.9% | $5,540+14.2% | $6,507-2.8% |
| Admin fee / account holder | $2,206 | $16,786-86.9% | $14,329-84.6% | $12,624-82.5% |