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 | $73,996 | $99,918-25.9% | $81,382-9.1% | $145,922-49.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 13.71% | 34.32%-20.6pp | 24.73%-11.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,266 | $2,978-57.5% | $2,463-48.6% | $4,660-72.8% |
| Participant deferral / active EE | $3,956 | $4,605-14.1% | $3,883+1.9% | $6,688-40.8% |
| Admin fee / account holder | $1,276 | $8,212-84.5% | $5,768-77.9% | $13,397-90.5% |