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 9-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 | $30,239 | $162,781-81.4% | $133,956-77.4% | $158,922-81.0% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 27.42% | 41.94%-14.5pp | 45.09%-17.7pp | 302.83%-275.4pp |
| Employer contribution / active EE | $4,108 | $4,975-17.4% | $3,919+4.8% | $4,761-13.7% |
| Participant deferral / active EE | $6,503 | $5,911+10.0% | $5,048+28.8% | $5,982+8.7% |
| Admin fee / account holder | $969 | $11,736-91.7% | $8,927-89.1% | $11,246-91.4% |