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 | $82,348 | $100,773-18.3% | $88,946-7.4% | $142,382-42.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.99% | 70.18%-56.2pp | 57.82%-43.8pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,463 | $2,918-15.6% | $2,555-3.6% | $4,299-42.7% |
| Participant deferral / active EE | $6,523 | $5,230+24.7% | $4,581+42.4% | $6,507+0.2% |
| Admin fee / account holder | $1,593 | $9,693-83.6% | $8,261-80.7% | $12,624-87.4% |