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 | $81,892 | $227,553-64.0% | $189,557-56.8% | $167,490-51.1% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 23.36% | 78.40%-55.0pp | 64.17%-40.8pp | 478.56%-455.2pp |
| Employer contribution / active EE | $11,228 | $5,316+111.2% | $4,412+154.5% | $4,837+132.1% |
| Participant deferral / active EE | $15,121 | $7,002+116.0% | $6,174+144.9% | $6,341+138.5% |
| Admin fee / account holder | $1,054 | $11,878-91.1% | $9,807-89.3% | $12,309-91.4% |