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 | $49,382 | $165,984-70.2% | $164,813-70.0% | $145,922-66.2% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 15.00% | 100.03%-85.0pp | 69.93%-54.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,724 | $5,273+27.5% | $4,341+54.9% | $4,660+44.3% |
| Participant deferral / active EE | $6,774 | $6,959-2.7% | $6,031+12.3% | $6,688+1.3% |
| Admin fee / account holder | $11,766 | $16,648-29.3% | $12,690-7.3% | $13,397-12.2% |