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 | $127,267 | $162,781-21.8% | $133,956-5.0% | $158,922-19.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 16.10% | 41.94%-25.8pp | 45.09%-29.0pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,778 | $4,975-64.3% | $3,919-54.6% | $4,761-62.6% |
| Participant deferral / active EE | $9,672 | $5,911+63.6% | $5,048+91.6% | $5,982+61.7% |
| Admin fee / account holder | $1,421 | $11,736-87.9% | $8,927-84.1% | $11,246-87.4% |