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 | $82,647 | $118,849-30.5% | $96,562-14.4% | $167,490-50.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 11.81% | 50.49%-38.7pp | 37.78%-26.0pp | 478.56%-466.7pp |
| Employer contribution / active EE | $9,955 | $3,120+219.1% | $2,356+322.5% | $4,837+105.8% |
| Participant deferral / active EE | $8,696 | $4,616+88.4% | $3,849+125.9% | $6,341+37.1% |
| Admin fee / account holder | $3,982 | $8,065-50.6% | $6,181-35.6% | $12,309-67.7% |